Roxbury Financial »

iShares S&P 500 Value Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $54k 262 206.66
2025-06-30 $51k 262 195.52
2024-12-31 $3.8k 18 209.11

More positions owned by Roxbury Financial

Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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