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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
2026-03-31 $258k 1.2k 211.15
2025-12-31 $265k 1.2k 212.07
2025-09-30 $253k 1.2k 206.51

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Palantir Technologies Cl A (PLTR)
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Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Rbb Fund Trust First Eagle Gbl (FEGE)
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Amazon (AMZN)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Eli Lilly & Co. (LLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)

View all positions for Fortress Private Ledger

Top funds holding iShares S&P 500 Value Index

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