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iShares S&P 500 Value Index shares owned by Merkkuri Wealth Advisors

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

Historical chart of Merkkuri Wealth Advisors 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 Merkkuri Wealth Advisors 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 Merkkuri Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 10k 206.51
2025-06-30 $1.9M 9.8k 195.43
2025-03-31 $1.5M 7.7k 190.58
2024-12-31 $923k 4.8k 190.87
2024-09-30 $810k 4.1k 197.18
2024-06-30 $559k 3.1k 182.07

More positions owned by Merkkuri Wealth Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Gwt (IUSG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Merkkuri Wealth Advisors

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