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

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

Historical chart of Moss Adams 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 Moss Adams 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 Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $935k 4.5k 206.51
2025-06-30 $884k 4.5k 195.42
2025-03-31 $863k 4.5k 190.58
2024-12-31 $864k 4.5k 190.88
2024-09-30 $892k 4.5k 197.17

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Global X Fds Cybrscurty Etf (BUG)
Global X Fds Us Infr Dev Etf (PAVE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)

View all positions for Moss Adams 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