Financial Freedom »

iShares S&P 500 Value Index shares owned by Financial Freedom

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

Historical chart of Financial Freedom 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 Financial Freedom 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 Financial Freedom

Quarter filed Position value Share count Share price at filing
2026-03-31 $20k 96 211.11

More positions owned by Financial Freedom

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Inf Tech Etf (VGT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr State Street Ene (XLE)
Vanguard World Consum Dis Etf (VCR)
Ishares Tr Msci Intl Moment (IMTM)
Procter & Gamble Company (PG)
Select Sector Spdr Tr State Street Hea (XLV)
Vanguard World Financials Etf (VFH)
Ishares Tr U.s. Tech Etf (IYW)
Global X Fds Data Ctr &digit (DTCR)
Vanguard Wellington Us Momentum (VFMO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Rus Tp200 Gr Etf (IWY)

View all positions for Financial Freedom

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index