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iShares S&P 500 Value Index shares owned by Scarborough Advisors

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

Historical chart of Scarborough 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 Scarborough 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 Scarborough Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $19M 92k 211.15
2025-03-31 $11M 56k 190.58
2024-12-31 $7.2M 38k 190.88
2024-09-30 $7.2M 37k 197.17
2023-12-31 $42k 243 173.89

More positions owned by Scarborough Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Blackrock Etf Trust Ishares Intl Ctr (CORO)
Spdr Series Trust State Street Spd (SPYM)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Scarborough Advisors

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