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iShares S&P 500 Value Index shares owned by Clean Yield Group

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

Historical chart of Clean Yield Group 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 Clean Yield Group 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 Clean Yield Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.4k 24 227.04
2024-03-31 $3.4k 18 186.83

More positions owned by Clean Yield Group

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Asml Hldg Nv N Y Registry Adr (ASML)
Broadcom Stock (AVGO)
Cisco Sys Stock (CSCO)
Arista Networks Stock (ANET)
GSK Adr (GSK)
American Wtr Wks Stock (AWK)
Prologis Reit (PLD)
Ha Sustainable Infra Cap Reit (HASI)
Ferguson Enterprises Stock (FERG)
Unilever Adr (UL)
Camden Natl Corp Stock (CAC)
International Business Machs Stock (IBM)
Salesforce Stock (CRM)

View all positions for Clean Yield Group

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