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

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

Historical chart of SFI 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 SFI 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 SFI Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 30k 206.51
2025-06-30 $6.0M 31k 195.42
2025-03-31 $6.2M 33k 190.58

More positions owned by SFI Advisors

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust S&p Telecom (XTL)
Ishares Tr Us Br Del Se Etf (IAI)
Apple (AAPL)
First Tr Exchange Traded Finls Alphadex (FXO)
Ishares Tr Expanded Tech (IGV)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchange-traded Dj Internt Idx (FDN)
Tidal Trust Iii Vistashares Arti (AIS)
Fidelity Covington Trust Cloud Computng (FCLD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Amplify Etf Tr Onlin Retl Etf (IBUY)
Fidelity Covington Trust Msci Consm Dis (FDIS)
Spdr Series Trust Aerospace Def (XAR)

View all positions for SFI Advisors

Top funds holding iShares S&P 500 Value Index

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BlackRock
CWM
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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index