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iShares S&P 500 Value Index shares owned by Forum Finance Group

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

Historical chart of Forum Finance 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 Forum Finance 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 Forum Finance Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $36k 210 171.43

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View all positions for Forum Finance Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index