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iShares S&P 500 Value Index shares owned by Focused Alpha

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

Historical chart of Focused Alpha 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 Focused Alpha 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 Focused Alpha

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 10k 212.07

More positions owned by Focused Alpha

Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)

View all positions for Focused Alpha

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
CWM
Park Avenue Securities
Pnc Financial Services
BlackRock
Lido Advisors
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding iShares S&P 500 Value Index