Diversified Management »

iShares S&P 500 Value Index shares owned by Diversified Management

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

Historical chart of Diversified Management 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 Diversified Management 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 Diversified Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $229k 1.1k 212.03

More positions owned by Diversified Management

Rockwell Automation (ROK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Willscot Hldgs Corp Com Cl A (WSC)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Listed Fds Tr Horizon Kinetics (INFL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Diversified Management

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index