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iShares S&P 500 Value Index shares owned by CFO4Life

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by CFO4Life from 13F filings

Historical chart of CFO4Life 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 CFO4Life 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 CFO4Life

Quarter filed Position value Share count Share price at filing
2026-06-30 $913k 4.0k 227.06

More positions owned by CFO4Life

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
United Parcel Svcs CL B (UPS)
Ishares Tr Msci Usa Mmentm (MTUM)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Msci Usa Value (VLUE)
New York Life Invts Active E Mackay Mun Inter (MMIT)

View all positions for CFO4Life

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index