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iShares S&P 500 Value Index shares owned by Pandora Wealth

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

Historical chart of Pandora Wealth 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 Pandora Wealth 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 Pandora Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.6M 32k 206.51
2025-06-30 $6.3M 32k 195.42
2025-03-31 $6.2M 32k 190.58

More positions owned by Pandora Wealth

Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Meta Platforms Inc Cl A Stock (META)
Aptus Defined Risk Etf Etf (DRSK)
Amazon Stock (AMZN)
Vanguard Growth Etf Etf (VUG)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Eafe Etf Etf (EFA)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Tg Therapeutics Stock (TGTX)
Opus Small Cap Value Etf Etf (OSCV)
Spdr S&p 500 Etf Trust Etf (SPY)
Gilead Sciences Stock (GILD)

View all positions for Pandora Wealth

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