May Louie »

iShares S&P 500 Value Index shares owned by May Louie

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

Historical chart of May Louie 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 May Louie 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 May Louie

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 13k 206.51
2025-06-30 $1.3M 6.6k 195.42

More positions owned by May Louie

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Ishares Tr Pfd And Incm Sec (PFF)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spotify Technology S A SHS (SPOT)
Oracle Corporation (ORCL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Sh Tsr (SPTS)

View all positions for May Louie

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