David J Yvars Group »

iShares S&P 500 Value Index shares owned by David J Yvars Group

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

Historical chart of David J Yvars 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 David J Yvars Group 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 David J Yvars Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.1k 206.57
2025-06-30 $215k 1.1k 195.49

More positions owned by David J Yvars Group

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spotify Technology S A SHS (SPOT)
Apple (AAPL)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Bank of America Corporation (BAC)
Select Sector Spdr Tr Technology (XLK)
Meta Platforms Cl A (META)
Netflix (NFLX)
Palo Alto Networks (PANW)

View all positions for David J Yvars Group

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