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iShares S&P 500 Value Index shares owned by Signature Estate and Investment Advisors

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

Historical chart of Signature Estate and Investment 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 Signature Estate and Investment 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 Signature Estate and Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 8.6k 212.08
2025-09-30 $1.1M 5.3k 206.52
2025-06-30 $828k 4.2k 195.43
2025-03-31 $775k 4.1k 190.59
2024-12-31 $781k 4.1k 190.87
2024-09-30 $523k 2.7k 197.14
2024-06-30 $501k 2.8k 182.02
2020-03-31 $2.4M 25k 96.23
2019-12-31 $3.7M 29k 130.09
2019-09-30 $3.6M 30k 119.14
2019-06-30 $3.6M 31k 116.58
2019-03-31 $3.1M 28k 112.73
2018-12-31 $3.0M 30k 101.14
2018-09-30 $3.3M 29k 115.83
2018-06-30 $3.1M 28k 110.13
2018-03-31 $3.2M 30k 109.33
2017-12-31 $3.4M 30k 114.23
2017-09-30 $3.2M 30k 107.92
2017-06-30 $3.1M 29k 104.98
2017-03-31 $3.0M 29k 104.03
2016-12-31 $3.2M 32k 101.39
2016-09-30 $3.2M 33k 94.95
2016-06-30 $3.4M 37k 92.89
2016-03-31 $3.5M 39k 89.93
2015-12-31 $3.1M 35k 88.54
2015-09-30 $8.1M 96k 84.03
2015-06-30 $7.6M 82k 92.21
2015-03-31 $7.2M 77k 92.56
2014-12-31 $4.3M 46k 93.76
2014-09-30 $3.5M 39k 90.08
2014-06-30 $3.0M 33k 90.27
2014-03-31 $2.8M 32k 86.90
2013-12-31 $5.4M 64k 85.46
2013-09-30 $4.6M 58k 78.33
2013-06-30 $3.8M 50k 75.76
2013-03-31 $3.2M 43k 73.81
2012-12-31 $2.6M 39k 66.38

More positions owned by Signature Estate and Investment Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Expnd Tec Sc Etf (IGM)
Ssga Active Etf Tr State Street Dou (TOTL)
Schwab Strategic Tr Fundamental Us L (FNDX)
Alphabet Cap Stk Cl A (GOOGL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Micron Technology (MU)
Apple (AAPL)
Select Sector Spdr Tr State Street Fin (XLF)
Ishares Tr Eafe Value Etf (EFV)
Broadcom (AVGO)
Mastercard Incorporated Cl A (MA)

View all positions for Signature Estate and Investment Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index