Crumly & Associates »

iShares S&P 500 Value Index shares owned by Crumly & Associates

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

Historical chart of Crumly & Associates 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 Crumly & Associates 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 Crumly & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 1.0k 206.51

More positions owned by Crumly & Associates

J P Morgan Exchange Traded F Active Growth (JGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Etf Ser Solutions Distillate Us (DSTL)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard World Mega Cap Val Etf (MGV)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Tidal Trust Ii Hilton Small-mid (SMCO)
Etf Ser Solutions Distillate Intnl (DSTX)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Fidelity Covington Trust Msci Commntn Svc (FCOM)

View all positions for Crumly & Associates

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index