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iShares S&P 500 Value Index shares owned by Members Wealth

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

Historical chart of Members Wealth 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 Members Wealth 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 Members Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $890k 4.3k 207.05
2025-03-31 $937k 4.9k 190.58
2024-12-31 $1.1M 5.7k 195.58
2024-06-30 $853k 4.3k 197.30

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View all positions for Members Wealth

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