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iShares S&P 500 Value Index shares owned by J.W. Burns & Company

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by J.W. Burns & Company from 13F filings

Historical chart of J.W. Burns & Company investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by J.W. Burns & Company 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 J.W. Burns & Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $237k 1.0k 227.06

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Microsoft Corp Stock (MSFT)
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Amazon Stock (AMZN)
Nasdaq 100 Etf Etf (QQQ)
Vanguard International Dividend Etf Etf (VYMI)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Berkshire Hathaway B Stock (BRK.B)
Rtx Corporation Stock (RTX)
Morgan Stanley Stock (MS)

View all positions for J.W. Burns & Company

Top funds holding iShares S&P 500 Value Index

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CWM
Pnc Financial Services
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