Everhart Financial Group »

iShares S&P 500 Value Index shares owned by Everhart Financial Group

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

Historical chart of Everhart Financial 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 Everhart Financial 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 Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 1.3k 206.47

More positions owned by Everhart Financial Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Broadcom (AVGO)

View all positions for Everhart Financial 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