Quest 10 Wealth Builders »

iShares S&P 500 Value Index shares owned by Quest 10 Wealth Builders

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Quest 10 Wealth Builders from 13F filings

Historical chart of Quest 10 Wealth Builders 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 Quest 10 Wealth Builders consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Quest 10 Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-09-30 $111k 537 206.51
2025-06-30 $90k 462 195.42
2025-03-31 $74k 387 190.58
2024-12-31 $42k 220 190.88

More positions owned by Quest 10 Wealth Builders

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr U.s. Tech Etf (IYW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Us Hlthcare Etf (IYH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Aim Etf Products Trust Allianzim Us Equ (DECU)

View all positions for Quest 10 Wealth Builders

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