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iShares S&P 500 Value Index shares owned by Capital Asset Managemnet

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Capital Asset Managemnet from 13F filings

Historical chart of Capital Asset Managemnet 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 Capital Asset Managemnet 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 Capital Asset Managemnet

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 17k 217.63

More positions owned by Capital Asset Managemnet

Vanguard Index Fds Equities (VOO)
Vanguard Index Fds Equities (VTI)
Vanguard Tax-managed Fds Equities (VEA)
Ishares Tr Equities (IVE)
Ishares Tr Equities (IVW)
Ishares Tr Equities (IVV)
Apple Equities (AAPL)
Blackrock Etf Trust Equities (DYNF)
Ishares Equities (IEMG)
Nvidia Corporation Equities (NVDA)
Ishares Tr Equities (IUSB)
Ishares Tr Equities (OEF)
Vanguard Charlotte Fds Equities (BNDX)
Invesco Qqq Tr Equities (QQQ)
Ishares Tr Equities (EFV)

View all positions for Capital Asset Managemnet

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index