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iShares S&P 500 Value Index shares owned by Spirepoint Private Client

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

Historical chart of Spirepoint Private Client 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 Spirepoint Private Client 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 Spirepoint Private Client

Quarter filed Position value Share count Share price at filing
2025-12-31 $620k 2.9k 212.10

More positions owned by Spirepoint Private Client

United Parcel Service CL B (UPS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Palantir Technologies Cl A (PLTR)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Clean Harbors (CLH)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Select Sector Spdr Tr State Street Tec (XLK)
Alps Etf Tr Alerian Mlp (AMLP)
Select Sector Spdr Tr State Street Uti (XLU)

View all positions for Spirepoint Private Client

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index