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iShares S&P 500 Value Index shares owned by Infinity Wealth Counsel

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

Historical chart of Infinity Wealth Counsel 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 Infinity Wealth Counsel 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 Infinity Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 8.1k 206.51
2025-06-30 $1.6M 8.4k 195.42

More positions owned by Infinity Wealth Counsel

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Infinity Wealth Counsel

Top funds holding iShares S&P 500 Value Index

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Wells Fargo & Company
UBS Group
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Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index