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iShares S&P 500 Value Index shares owned by Perennial Advisors

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

Historical chart of Perennial 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 Perennial 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 Perennial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 979 206.51
2021-06-30 $145k 979 148.11
2021-03-31 $138k 979 140.96

More positions owned by Perennial Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Alphabet Cap Stk Cl C (GOOG)
Amphenol Corp Cl A (APH)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
American Express Company (AXP)
Spdr Gold Tr Gold Shs (GLD)
Kkr & Co (KKR)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)

View all positions for Perennial 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