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iShares S&P 500 Value Index shares owned by Modus Advisors

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

Historical chart of Modus 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 Modus 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 Modus Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 78 212.06
2024-12-31 $15k 78 190.88

More positions owned by Modus Advisors

Ishares Gold Trust Etf (IAU)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Total Stock Market Etf Etf (VTI)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Nvidia Corporation Stock (NVDA)
Ishares Core Dividend Growth Etf Etf (DGRO)
Apple Stock (AAPL)
Jpmorgan Chase & Co Stock (JPM)
Amazon Stock (AMZN)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Invesco Qqq Trust Series I Etf (QQQ)
Caterpillar Stock (CAT)
Invesco S&p 500 Equal Weight Etf Etf (RSP)

View all positions for Modus Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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UBS Group
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Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Pnc Financial Services
Park Avenue Securities
Mml Investors Services
Lido Advisors
Raymond James Financial

View all funds holding iShares S&P 500 Value Index