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

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

Historical chart of Seros 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 Seros Financial 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 Seros Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $722k 3.5k 206.49
2025-06-30 $9.5M 49k 195.42
2025-03-31 $8.9M 47k 190.58
2024-12-31 $8.9M 49k 182.01

More positions owned by Seros Financial

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Global X Fds Adaptive Us (AUSF)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)
Dbx Etf Tr Xtrackers Shrt (SHYL)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Seros Financial

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