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

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

Historical chart of Sofi 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 Sofi 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 Sofi Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $199M 965k 206.51
2025-06-30 $186M 952k 195.42
2025-03-31 $171M 897k 190.58
2024-12-31 $2.8M 15k 190.88

More positions owned by Sofi Wealth

Ishares Tr S&p 500 Grwt Etf (IVW)
Tidal Etf Tr Sofi Select 500 (SFY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Core Total Usd (IUSB)
Global X Fds Defense Tech Etf (SHLD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Sofi 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