Fedenia Advisers »

iShares S&P 500 Value Index shares owned by Fedenia Advisers

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

Historical chart of Fedenia Advisers 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 Fedenia Advisers 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 Fedenia Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 5.7k 206.51
2025-06-30 $970k 5.0k 195.42
2025-03-31 $847k 4.4k 190.58
2024-12-31 $659k 3.5k 190.88

More positions owned by Fedenia Advisers

Vanguard S&p 500 Etf Uie (VOO)
Ishares Bitcoin Etf Uie (IBIT)
Invsc Qqq Trust Srs 1 Uie (QQQ)
Spdr S&p 500 Etf Uie (SPY)
Vanguard Ftse Developed Uie (VEA)
Ishares Total Usd Bond Uie (IUSB)
Ishares National Muni Uie (MUB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Palantir Technologies (PLTR)
Ishares 10-20 Year Tsury Uie (TLH)
Vanguard Ftse Emerging Uie (VWO)
Vanguard Total Uie (BNDX)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for Fedenia Advisers

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