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iShares S&P 500 Value Index shares owned by Gwn Securities

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

Historical chart of Gwn Securities 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 Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 10k 207.21
2025-06-30 $2.0M 10k 195.98
2025-03-31 $19M 100k 188.81
2024-12-31 $1.2M 6.1k 195.83

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Ultra Short Dur (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Johnson & Johnson (JNJ)
Cardinal Health (CAH)

View all positions for Gwn Securities

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
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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