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iShares S&P 500 Value Index shares owned by Fortis Advisors

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

Historical chart of Fortis 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 Fortis 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 Fortis Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 1.1k 206.56
2025-06-30 $209k 1.1k 195.34
2024-06-30 $104k 570 182.10
2024-03-31 $73k 393 186.70

More positions owned by Fortis Advisors

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Doubleline Etf Trust Opportunistic Co (DBND)
Seagate Technology Hldngs Pl Ord Shs (STX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Msci Emrg Chn (EMXC)
Pacer Fds Tr Developed Mrkt (ICOW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Gold Miners Etf (GDX)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Specialized Funds Div App Etf (VIG)
World Gold Tr Spdr Gld Minis (GLDM)
Global X Fds Glb X Mlp Enrg I (MLPX)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Sprott Fds Tr Sprott Critical (SETM)

View all positions for Fortis Advisors

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
Park Avenue Securities
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding iShares S&P 500 Value Index