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iShares S&P 500 Value Index shares owned by Fidelis Capital Partners

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

Historical chart of Fidelis Capital Partners 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 Fidelis Capital Partners 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 Fidelis Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $947k 4.6k 206.51

More positions owned by Fidelis Capital Partners

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Sprott Asset Management Physical Silver (PSLV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Fidelis Capital Partners

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