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iShares S&P 500 Value Index shares owned by Guardian Partners

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

Historical chart of Guardian Partners 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 Guardian Partners 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 Guardian Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $35k 155 227.06

More positions owned by Guardian Partners

Rbc Cad (RY)
Toronto Dominion Bk Ont Com New (TD)
Bank Of Montreal Cadcom (BMO)
Bk Nova Cad (BNS)
Cibc Cad (CM)
Enbridge (ENB)
Canadian Natl Ry (CNI)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Cap Stk Cl A (GOOGL)
Ing Groep Sponsored Adr (ING)

View all positions for Guardian Partners

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index