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iShares S&P 500 Value Index shares owned by Sherman Porfolios

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

Historical chart of Sherman Porfolios 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 Sherman Porfolios 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 Sherman Porfolios

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 5.0k 206.52
2025-06-30 $1.0M 5.1k 195.43
2024-12-31 $9.5M 50k 190.88

More positions owned by Sherman Porfolios

Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Us Telecom Etf (IYZ)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Finls Etf (IYF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Select Sector Spdr Tr Energy (XLE)
Proshares Tr Pshs Ult S&p 500 (SSO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Eafe Etf (EFA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sherman Porfolios

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index