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

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

Historical chart of PUREfi 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 PUREfi 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $536k 2.6k 206.51
2025-06-30 $500k 2.6k 195.42
2025-03-31 $263k 1.4k 190.58
2024-12-31 $204k 1.1k 190.88

More positions owned by PUREfi Wealth

Stryker Corporation (SYK)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Apple (AAPL)
Wal-Mart Stores (WMT)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Oracle Corporation (ORCL)
Eli Lilly & Co. (LLY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
JPMorgan Chase & Co. (JPM)

View all positions for PUREfi 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