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iShares S&P 500 Value Index shares owned by Running Point Capital Advisors

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

Historical chart of Running Point Capital 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 Running Point Capital 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 Running Point Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $206k 996 206.43
2025-06-30 $195k 996 195.34
2025-03-31 $190k 996 190.50

More positions owned by Running Point Capital Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Fidelity Covington Trust Low Volity Etf (FDLO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Russell 3000 Etf (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Running Point Capital Advisors

Top funds holding iShares S&P 500 Value Index

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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index