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iShares S&P 500 Value Index shares owned by Compass Financial Services

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

Historical chart of Compass Financial Services 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 Compass Financial Services 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 Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $389k 1.9k 206.50
2025-06-30 $368k 1.9k 195.41
2025-03-31 $358k 1.9k 190.58
2024-12-31 $357k 1.9k 190.84

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

Top funds holding iShares S&P 500 Value Index

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BlackRock
CWM
Lido Advisors
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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index