M1 Capital Management »

iShares S&P 500 Value Index shares owned by M1 Capital Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by M1 Capital Management from 13F filings

Historical chart of M1 Capital Management 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 M1 Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by M1 Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 80k 206.51
2025-06-30 $16M 80k 195.42
2025-03-31 $15M 80k 190.58
2024-12-31 $14M 71k 190.88

More positions owned by M1 Capital Management

Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Zacks Trust Earngs Constant (ZECP)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for M1 Capital Management

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