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iShares S&P 500 Value Index shares owned by Exit Wealth Advisors

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

Historical chart of Exit Wealth Advisors 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 Exit Wealth Advisors 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 Exit Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $465k 2.2k 212.03
2025-09-30 $555k 2.7k 206.53

More positions owned by Exit Wealth Advisors

Spdr Series Trust State Street Spd (BIL)
Tesla Motors (TSLA)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Ishares Silver Tr Ishares (SLV)
NVIDIA Corporation (NVDA)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Latn Amer 40 Etf (ILF)
Sprott Asset Management Physical Silver (PSLV)
Altria (MO)
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)

View all positions for Exit Wealth Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index