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iShares S&P 500 Value Index shares owned by FOCUS Wealth Advisors

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

Historical chart of FOCUS Wealth 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 FOCUS Wealth 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 FOCUS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 930 227.16

More positions owned by FOCUS Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Series Trust St Str Sp Metal (XME)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
Ishares Tr Select Divid Etf (DVY)
Stellar Bancorp Ord
Select Sector Spdr Tr St Str Energ Etf (XLE)
Etf Ser Solutions Defia Quant Etf (QTUM)

View all positions for FOCUS Wealth Advisors

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