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

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

Historical chart of Team 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 Team Financial Group 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 Team Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $185k 872 212.02
2025-09-30 $151k 730 206.39
2025-06-30 $130k 664 195.44

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Pgim Total Return Bond Etf Etf (PTRB)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Avantis U.s. Mid Cap Value Etf Etf (AVMV)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)

View all positions for Team Financial Group

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