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iShares S&P 500 Value Index shares owned by Foster Victor Wealth Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Foster Victor Wealth Advisors from 13F filings

Historical chart of Foster Victor Wealth Advisors 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 Foster Victor Wealth Advisors 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 Foster Victor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 1.3k 217.26
2025-09-30 $207k 994 207.84

More positions owned by Foster Victor Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Lam Research Corp Com New (LRCX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Nasdaq Omx (NDAQ)
Mastercard Incorporated Cl A (MA)
Qualcomm (QCOM)
Ss&c Technologies Holding (SSNC)
Lpl Financial Holdings (LPLA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
S&p Global (SPGI)

View all positions for Foster Victor Wealth Advisors

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