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iShares S&P 500 Value Index shares owned by Stewardship Advisors

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

Historical chart of Stewardship 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 Stewardship 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 Stewardship Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 1.1k 212.08

More positions owned by Stewardship Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Trd Slf Idx Intl Dev Dynamic (IMFL)
Ishares Tr Esg Optimized (SUSA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (SPMD)
Vanguard World Esg Intl Stk Etf (VSGX)
Wisdomtree Tr Futre Strat Fd (WTMF)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Actively Managed Exc Total Return (GTO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Stewardship Advisors

Top funds holding iShares S&P 500 Value Index

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Park Avenue Securities
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Mml Investors Services
Lido Advisors

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