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iShares S&P 500 Value Index shares owned by Fortress Private Ledger

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

Historical chart of Fortress Private Ledger 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 Private Ledger 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 Private Ledger

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 1.2k 206.51

More positions owned by Fortress Private Ledger

Palantir Technologies Cl A (PLTR)
NVIDIA Corporation (NVDA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Rigetti Computing Common Stock (RGTI)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ionq Inc Pipe (IONQ)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Coca-Cola Bottling Co. Consolidated (COKE)
Amazon (AMZN)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)

View all positions for Fortress Private Ledger

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