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iShares S&P 500 Value Index shares owned by ESL Trust Services

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

Historical chart of ESL Trust 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 ESL Trust 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 ESL Trust Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $171k 753 227.06
2024-09-30 $7.5k 38 197.16

More positions owned by ESL Trust Services

Ishares Core S&p 500 Mutual Fund/sto (IVV)
Avantis Us Large Cap Value Etf Mutual Fund/sto (AVLV)
Avantis Intl Eq Etf Mutual Fund/sto (AVDE)
Ishares Core Msci Intl Dev Mkts Mutual Fund/sto (IDEV)
Wisdomtree Em Mkts Ex-stt Ownd Mutual Fund/sto (XSOE)
Flexshares Global Quality Real Mutual Fund/sto (GQRE)
Ishares Core S&p Mid-cap Mutual Fund/sto (IJH)
Ishares Faln Angls Usd Bd Etf Mutual Fund/cor (FALN)
Ishares Core S&p Small-cap Mutual Fund/sto (IJR)
Vanguard Intermediate-term Bond Mutual Fund/gov (BIV)
Jpmorgan Mortgage-backed Mutual Fund/gov (JMTG)
State Street Spdr Portfolio S&p Mutual Fund/sto (SPYG)
Vanguard Total Stock Market Etf Mutual Fund/sto (VTI)
Ishares Aaa - A Rated Corporate Mutual Fund/cor (QLTA)
Intel Corp Common Stock (INTC)

View all positions for ESL Trust Services

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