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Team Financial Group »

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
2026-06-30	$231k	1.0k	227.05
2026-03-31	$204k	966	211.09
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)

Schwab U.s. Large-cap Growth Etf Etf (SCHG)

Wisdomtree U.s. Multifactor Fund Etf (USMF)

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)

Avantis U.s. Large Cap Value Etf Etf (AVLV)

Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)

Avantis U.s. Mid Cap Value Etf Etf (AVMV)

Avantis U.s. Small Cap Value Etf Etf (AVUV)

Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)

Pacer Us Cash Cows 100 Etf Etf (COWZ)

Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)

View all positions for Team Financial Group

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