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

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

Historical chart of Potentia 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 Potentia 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 2.5k 206.51
2025-06-30 $505k 2.6k 195.42
2025-03-31 $645k 3.4k 190.58

More positions owned by Potentia Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Global X Fds Defense Tech Etf (SHLD)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Secd Lending Common Stock (BXSL)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Ishares Tr Rus 1000 Val Etf (IWD)
Global X Fds Data Ctr & Digit (DTCR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Potentia 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