Financial Services Advisory »

iShares S&P 500 Value Index shares owned by Financial Services Advisory

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

Historical chart of Financial Services Advisory 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 Services Advisory 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 Services Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 1.1k 206.51

More positions owned by Financial Services Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr S&p 100 Etf (OEF)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Ishares Tr Russell 2000 Etf (IWM)
Victory Portfolios Ii Core Intermediat (UITB)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Financial Services Advisory

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