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iShares S&P 500 Value Index shares owned by Evanson Financial

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

Historical chart of Evanson Financial 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 Evanson Financial 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 Evanson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 4.8k 227.06

More positions owned by Evanson Financial

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Sprott Asset Management Physical Gold Tr (PHYS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Evanson Financial

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