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iShares S&P 500 Value Index shares owned by Shoker Investment Counsel

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

Historical chart of Shoker Investment Counsel 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 Shoker Investment Counsel 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 Shoker Investment Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 1.0k 206.51

More positions owned by Shoker Investment Counsel

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Procter & Gamble Company (PG)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Kla Corp Com New (KLAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Amazon (AMZN)
Abbvie (ABBV)

View all positions for Shoker Investment Counsel

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