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iShares S&P 500 Value Index shares owned by Gallagher Capital Advisors

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

Historical chart of Gallagher Capital 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 Gallagher Capital 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 Gallagher Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $988k 4.8k 207.97
2025-06-30 $945k 4.7k 199.77
2025-03-31 $901k 4.7k 190.57
2024-12-31 $903k 4.7k 190.88

More positions owned by Gallagher Capital Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr U.s. Tech Etf (IYW)
Amazon (AMZN)
Ishares Tr Select Divid Etf (DVY)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Snowflake Com Shs (SNOW)
Costco Wholesale Corporation (COST)
Pfizer (PFE)

View all positions for Gallagher Capital Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index