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

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

Historical chart of MN 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 MN 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 MN Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $879k 4.3k 206.51
2025-06-30 $797k 4.1k 195.46
2025-03-31 $309k 1.6k 190.68

More positions owned by MN Wealth Advisors

Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)
Jpmorgan Active Growth Etf Etf (JGRO)
First Eagle Global Equity Etf Etf (FEGE)
Jpmorgan Active Value Etf Etf (JAVA)
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Nvidia Corporation Stock (NVDA)
Jpmorgan Income Etf Etf (JPIE)

View all positions for MN 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