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iShares S&P 500 Value Index shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth 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 Holos Integrated Wealth 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 Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.4k 10 235.20

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
Fidelity Total Bond Etf (FBND)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Fidelity Limited Term Bond Etf (FLTB)
Legacy Ed (LGCY)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Vanguard Mid Cap Etf (VO)
Innovator Defined Wealth Shield Etf (BALT)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Ishares Russell Top 200 Etf (IWL)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
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Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities
Envestnet Portfolio Solutions
Mml Investors Services

View all funds holding iShares S&P 500 Value Index