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iShares S&P 500 Value Index shares owned by Grey Fox Wealth Advisors

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

Historical chart of Grey Fox 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 Grey Fox 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 Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $116k 563 206.59
2023-03-31 $107k 702 151.77
2022-12-31 $122k 843 145.07

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Intermediate Term Bond ETF Etf (BIV)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Smartretirement Blend 2045 R6 Mutual Fund (JMYAX)

View all positions for Grey Fox Wealth Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
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