S&A Financial Services »

iShares S&P 500 Value Index shares owned by S&A Financial Services

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

Historical chart of S&A Financial Services 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 S&A Financial Services 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 S&A Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $377k 1.8k 211.10

More positions owned by S&A Financial Services

Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Spdr Series Trust State Street Spd (SPHY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ssga Active Etf Tr State Street Bla (SRLN)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Bondbloxx Etf Trust Bloomberg One Yr (XONE)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Us Consum Discre (IYC)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)

View all positions for S&A Financial Services

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index