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iShares S&P 500 Value Index shares owned by Imprint Wealth

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

Historical chart of Imprint 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 Imprint 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 Imprint Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.3k 45 206.51
2024-03-31 $479k 2.6k 185.68
2023-06-30 $75M 75k 1000.00

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Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Meta Platforms Inc Cl A Stock (META)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
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Crowdstrike Hldgs Inc Cl A Stock (CRWD)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares S&p 500 Growth Etf Etf (IVW)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)

View all positions for Imprint Wealth

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