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iShares S&P 500 Value Index shares owned by SMART Wealth

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

Historical chart of SMART Wealth 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 SMART Wealth 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 SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 1.3k 206.57
2025-06-30 $240k 1.2k 195.44

More positions owned by SMART Wealth

NVIDIA Corporation (NVDA)
Tidal Trust Ii Nicholas Fixed (FIAX)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Innovator Etfs Trust Innovator Us Eq (EALT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)

View all positions for SMART Wealth

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