Ferguson Wellman Capital Management »

iShares S&P 500 Value Index shares owned by Ferguson Wellman Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ferguson Wellman Capital Management from 13F filings

Historical chart of Ferguson Wellman Capital Management investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by Ferguson Wellman Capital Management 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 Ferguson Wellman Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $340k 1.6k 206.51
2025-06-30 $313k 1.6k 195.42
2025-03-31 $310k 1.6k 190.58

More positions owned by Ferguson Wellman Capital Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Inc Class A cs (GOOGL)
Apple (AAPL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Amazon (AMZN)
Procter & Gamble Company (PG)
State Street Corporation (STT)
iShares S&P 500 Index (IVV)
Entergy Corporation (ETR)
Visa (V)
Chevron Corporation (CVX)
Automatic Data Processing (ADP)

View all positions for Ferguson Wellman Capital Management

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