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iShares S&P 500 Value Index shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services 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 Optivise Advisory Services 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 Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $331k 1.6k 206.56
2025-06-30 $322k 1.6k 195.39
2025-03-31 $313k 1.6k 190.59
2024-12-31 $312k 1.6k 190.88
2024-09-30 $326k 1.7k 197.21
2024-06-30 $294k 1.6k 182.05

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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