Strive Financial Group »

iShares S&P 500 Value Index shares owned by Strive Financial Group

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

Historical chart of Strive Financial Group 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 Strive Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Strive Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $70k 310 227.06
2026-03-31 $30k 142 211.27
2025-12-31 $30k 142 212.07

More positions owned by Strive Financial Group

Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)
Zacks Earnings Consistent Portfolio Etf Uit Exchange Traded (ZECP)
Zacks Focus Growth Etf Uit Exchange Traded (GROZ)
Alphabet Inc Class C Common Stock (GOOG)
Zacks Small/mid Cap Etf Uit Exchange Traded (SMIZ)
Vanguard Mid-cap Index Fund Etf Shares Uit Exchange Traded (VO)
Nvidia Corp Common Stock (NVDA)
Alphabet Inc Class A Common Stock (GOOGL)
Eli Lilly And Common Stock (LLY)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Meta Platforms Inc Class A Common Stock (META)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Ishares Russell 1000 Growth Etf Uit Exchange Traded (IWF)

View all positions for Strive Financial Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index