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

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

Historical chart of Mainstream 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 Mainstream Capital Management 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 Mainstream Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 1.1k 206.51
2025-06-30 $209k 1.1k 195.42
2025-03-31 $203k 1.1k 190.58
2024-12-31 $163k 856 190.88

More positions owned by Mainstream Capital Management

Jpmorgan Ultra-short Income Etf Etf (JPST)
Apple Stock (AAPL)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
Microsoft Corp Stock (MSFT)
Netflix Stock (NFLX)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Tesla Stock (TSLA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Mainstream 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