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iShares S&P 500 Value Index shares owned by Quattro Financial Advisors

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

Historical chart of Quattro Financial 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 Quattro Financial 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 Quattro Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $694k 3.4k 206.51
2025-06-30 $564k 2.9k 195.42
2025-03-31 $334k 1.8k 190.58
2024-12-31 $317k 1.6k 195.57
2024-09-30 $323k 1.6k 199.00
2024-06-30 $295k 1.6k 182.01
2024-03-31 $303k 1.6k 186.81

More positions owned by Quattro Financial Advisors

Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Portfolio Short (SPSB)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Quattro Financial 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