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iShares S&P 500 Value Index shares owned by Five Oceans Advisors

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

Historical chart of Five Oceans 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 Five Oceans Advisors 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 Five Oceans Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 1.9k 206.49
2025-06-30 $406k 2.1k 195.40
2025-03-31 $367k 1.9k 190.56

More positions owned by Five Oceans Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Emerging Markets (DFSE)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Inflation Prote (DFIP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Meta Platforms Cl A (META)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for Five Oceans Advisors

Top funds holding iShares S&P 500 Value Index

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Wells Fargo & Company
UBS Group
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Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index