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iShares S&P 500 Value Index shares owned by Pursuit Wealth Strategies

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

Historical chart of Pursuit Wealth Strategies 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 Pursuit Wealth Strategies 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 Pursuit Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.7k 12 227.08

More positions owned by Pursuit Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Duke Energy Corp Com New (DUK)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Blackrock Util & Infrastrctu (BUI)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Pursuit Wealth Strategies

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index