Moneywise »

iShares S&P 500 Value Index shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Moneywise

Quarter filed Position value Share count Share price at filing
2025-12-31 $415k 2.0k 212.03
2025-09-30 $360k 1.7k 206.45
2025-06-30 $350k 1.8k 195.41

More positions owned by Moneywise

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Select Sector Spdr Tr State Street Tec (XLK)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Moneywise

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index