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iShares S&P 500 Value Index shares owned by Mmbg Investment Advisors

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

Historical chart of Mmbg Investment 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 Mmbg Investment 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 Mmbg Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 1.3k 206.51
2025-06-30 $249k 1.3k 195.42
2025-03-31 $243k 1.3k 190.58

More positions owned by Mmbg Investment Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Betterware De Mxc S A B De C Shs New (BWMX)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs (GS)
salesforce (CRM)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Visa Com Cl A (V)

View all positions for Mmbg Investment 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