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iShares S&P 500 Value Index shares owned by Fortitude Family Office

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

Historical chart of Fortitude Family Office 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 Fortitude Family Office 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 Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 10k 206.51

More positions owned by Fortitude Family Office

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci International Developed Markets Etf Etf (IDEV)
Apple Stock (AAPL)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Inflation-protected Securities Etf Etf (DFIP)
Vanguard Mid-cap Etf Etf (VO)
Knight-swift Transn Hldgs Inc Cl A Stock (KNX)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Mid-cap Etf Etf (IJH)

View all positions for Fortitude Family Office

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