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iShares S&P 500 Value Index shares owned by Canvas Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Canvas Wealth Advisors from 13F filings

Historical chart of Canvas Wealth Advisors investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Canvas Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Canvas Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 1.2k 212.07
2025-09-30 $253k 1.2k 207.84
2025-06-30 $243k 1.2k 199.67
2025-03-31 $207k 1.2k 177.98

More positions owned by Canvas Wealth Advisors

Custom Truck One Source Com Cl A (CTOS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Tesla Motors (TSLA)
Ishares Tr Core S&p Us Gwt (IUSG)
Uber Technologies (UBER)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Advanced Micro Devices (AMD)

View all positions for Canvas Wealth Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
CWM
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
BlackRock
Lido Advisors
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index