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iShares S&P 500 Value Index shares owned by G&S Capital

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

Historical chart of G&S Capital 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 G&S Capital 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 G&S Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.6M 16k 227.06

More positions owned by G&S Capital

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Chevron Corporation (CVX)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for G&S Capital

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