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iShares S&P 500 Value Index shares owned by Sargent Investment Group

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

Historical chart of Sargent Investment Group 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 Sargent Investment Group 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 Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $318k 1.5k 212.07
2025-06-30 $295k 1.5k 196.60
2025-03-31 $286k 1.5k 190.58
2024-12-31 $284k 1.5k 189.42

More positions owned by Sargent Investment Group

Spdr Series Trust State Street Spd (BILS)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Victory Portfolios Ii Core Intermediat (UITB)
Alphabet Cap Stk Cl A (GOOGL)
Carlyle Group (CG)
Amazon (AMZN)
International Business Machines (IBM)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYV)
Blackstone Group Inc Com Cl A (BX)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sargent Investment Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index