Carmel Capital Partners »

iShares S&P 500 Value Index shares owned by Carmel Capital Partners

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

Historical chart of Carmel Capital Partners 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 Carmel Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Carmel Capital Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.0M 31k 227.06

More positions owned by Carmel Capital Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
Home Depot (HD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Amazon (AMZN)
Ishares Tr S&p 500 Val Etf (IVE)
Series Portfolios Tr Eldr Aaa Clo Etf (CLOX)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Qualcomm (QCOM)
Lennar Corp Cl A (LEN)
Tesla Motors (TSLA)
Vaneck Etf Trust Preferred Securt (PFXF)

View all positions for Carmel Capital Partners

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index