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

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

Historical chart of Fairvoy 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 Fairvoy 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 Fairvoy Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 2.2k 206.55
2025-06-30 $451k 2.3k 195.44
2025-03-31 $440k 2.3k 190.59
2024-12-31 $499k 2.6k 190.84

More positions owned by Fairvoy Private Wealth

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Value Line Divid In SHS (FVD)
Southern Company (SO)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Amazon (AMZN)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Fairvoy Private Wealth

Top funds holding iShares S&P 500 Value Index

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BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index