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iShares S&P 500 Value Index shares owned by Fourth Dimension Wealth

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

Historical chart of Fourth Dimension Wealth 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 Fourth Dimension Wealth 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 Fourth Dimension Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $42k 200 211.15
2025-12-31 $42k 200 212.07
2025-09-30 $41k 200 206.51
2025-06-30 $39k 200 195.42
2025-03-31 $38k 200 190.58

More positions owned by Fourth Dimension Wealth

State Street MF Closed and MF Open (SPTM)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (XLK)
Janus Henderson MF Closed and MF Open (JMBS)
State Street MF Closed and MF Open (SPTI)
State Street MF Closed and MF Open (DIA)
Nvidia Corp Common Stock (NVDA)
State Street MF Closed and MF Open (SPDW)
Goldman Sachs MF Closed and MF Open (GSLC)
State Street MF Closed and MF Open (SPTS)
Amazon Common Stock (AMZN)
Invesco Qqq MF Closed and MF Open (QQQ)
Vanguard Growth MF Closed and MF Open (VUG)
State Street MF Closed and MF Open (TFI)
State Street MF Closed and MF Open (XLF)

View all positions for Fourth Dimension Wealth

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