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

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

Historical chart of Fortis Capital 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 Capital 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 Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $928k 4.5k 206.55
2023-03-31 $29k 191 151.76
2022-12-31 $28k 191 145.07

More positions owned by Fortis Capital Advisors

NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Schwab Strategic Tr Etf (SCHG)
Spdr S&p 500 Etf Etf (SPY)
Schwab Strategic Tr Etf (SCHF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Etf (IJR)
Ishares Tr Etf (IVV)
Vanguard Index Fds Etf (VO)
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)
Amazon (AMZN)
Palantir Technologies (PLTR)

View all positions for Fortis Capital Advisors

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