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iShares S&P 500 Value Index shares owned by IFC Advisors

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

Historical chart of IFC 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 IFC 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 IFC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $250k 1.2k 206.51
2025-06-30 $254k 1.3k 195.42
2025-03-31 $247k 1.3k 190.58
2024-12-31 $248k 1.3k 190.88

More positions owned by IFC Advisors

Vanguard World Mega Grwth Ind (MGK)
Principal Exchange Traded Spectrum Pfd (PREF)
Vanguard Index Fds Mid Cap Etf (VO)
Genius Sports Shares Cl A (GENI)
Apple (AAPL)
Ishares Tr Msci Acwi Etf (ACWI)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for IFC 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