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iShares S&P 500 Value Index shares owned by Mpwm Advisory Solutions

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

Historical chart of Mpwm Advisory Solutions 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 Mpwm Advisory Solutions 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 Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.6M 12k 211.15

More positions owned by Mpwm Advisory Solutions

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPTM)
State Street MF Closed and MF Open (SPTL)
Invesco Qqq MF Closed and MF Open (QQQ)
Ishares Russell MF Closed and MF Open (IWM)
Vaneck Clo MF Closed and MF Open (CLOI)
First Trust MF Closed and MF Open (BUFQ)
Dimensional Us MF Closed and MF Open (DFUS)
Invesco Nasdaq MF Closed and MF Open (QQQM)
State Street MF Closed and MF Open (SPYG)
Victoryshares Us MF Closed and MF Open (CDL)
Invesco S&p MF Closed and MF Open (SPMO)
First Trust MF Closed and MF Open (SDVY)
State Street MF Closed and MF Open (XLI)
Fundstrat Granny MF Closed and MF Open (GRNY)

View all positions for Mpwm Advisory Solutions

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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Wells Fargo & Company
UBS Group
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Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index