Capital Squared Financial »

iShares S&P 500 Value Index shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial 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 Squared Financial 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 Squared Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $619k 2.9k 212.10
2025-09-30 $577k 2.8k 206.50
2025-06-30 $531k 2.7k 195.42

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Capital Squared Financial

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