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

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

Historical chart of Tactive 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 Tactive 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 Tactive Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 5.0k 206.52
2025-06-30 $1.1M 5.6k 195.43
2023-09-30 $263k 1.7k 153.86
2023-06-30 $1.7M 11k 161.19
2023-03-31 $916k 6.0k 151.76
2022-12-31 $10M 71k 145.07

More positions owned by Tactive Advisors

Flexshares Tr Flexshares Ultra (RAVI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Fundamental Larg (FFLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Trust For Professional Man Convergence Lng (CLSE)
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Tactive Advisors

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