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iShares S&P 500 Value Index shares owned by Fortress Financial Group

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

Historical chart of Fortress Financial Group 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 Fortress Financial Group 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 Fortress Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $753k 3.6k 206.51
2025-06-30 $713k 3.6k 195.42
2025-03-31 $695k 3.6k 190.58

More positions owned by Fortress Financial Group

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Tr S&P SML 600 GWT (IJT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Blackrock Etf Trust Ishares Intl Div (BIDD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
International Business Machines (IBM)

View all positions for Fortress Financial Group

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