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iShares S&P 500 Value Index shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth 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 Evergreen Private Wealth 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 Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $600k 3.0k 197.17
2024-03-31 $544k 2.9k 186.81
2023-12-31 $514k 3.0k 173.88

More positions owned by Evergreen Private Wealth

Check Point Software Tech Lt Ord (CHKP)
Applied Materials (AMAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Netflix (NFLX)
Thermo Fisher Scientific (TMO)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Arista Networks (ANET)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Adobe Systems Incorporated (ADBE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Zoetis Cl A (ZTS)

View all positions for Evergreen Private Wealth

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index