Fiduciary Advisors »

iShares S&P 500 Value Index shares owned by Fiduciary Advisors

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

Historical chart of Fiduciary 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 Fiduciary Advisors 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 Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 1.1k 206.45
2025-06-30 $202k 1.0k 195.38
2025-03-31 $197k 1.0k 190.60
2024-12-31 $197k 1.0k 190.81

More positions owned by Fiduciary Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Core Msci Total (IXUS)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Fiduciary Advisors

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