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iShares S&P 500 Value Index shares owned by Main Street Financial Solutions

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Main Street Financial Solutions from 13F filings

Historical chart of Main Street Financial Solutions 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 Main Street Financial Solutions 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 Main Street Financial Solutions

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 4.7k 227.04
2026-03-31 $246k 1.2k 211.15
2025-09-30 $753k 3.6k 206.51
2025-06-30 $713k 3.6k 195.42

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Apple (AAPL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ssga Active Etf Tr St Str Total Etf (TOTL)
Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Main Street Financial Solutions

Top funds holding iShares S&P 500 Value Index

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View all funds holding iShares S&P 500 Value Index