Spence Asset Management »

iShares S&P 500 Value Index shares owned by Spence Asset Management

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

Historical chart of Spence Asset Management 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 Spence Asset Management 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 Spence Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $252k 1.2k 211.23

More positions owned by Spence Asset Management

Netflix Stock (NFLX)
Amazon Stock (AMZN)
Goldman Sachs Group Stock (GS)
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Microsoft Corp Stock (MSFT)
Visa Inc Com Cl A Stock (V)
Mastercard Incorporated Cl A Stock (MA)
Ishares Expanded Tech-software Sector Etf Etf (IGV)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
Nvidia Corporation Stock (NVDA)
Idexx Labs Stock (IDXX)
Prologis Reit (PLD)
Servicenow Stock (NOW)
Nextera Energy Stock (NEE)

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