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iShares S&P 500 Value Index shares owned by Traphagen Investment Advisors

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

Historical chart of Traphagen Investment 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 Traphagen Investment 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 Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $466k 2.1k 227.11

More positions owned by Traphagen Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Victory Portfolios Ii Vict Fr Grow Etf (GFLW)
Janus Detroit Str Tr Hend Secu In Etf (JSI)
First Tr Exchange-traded Nasdq Cln Edge (GRID)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Fidelity Covington Trust Enhanced Intl (FENI)
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)
Fidelity Covington Trust Msci Utils Index (FUTY)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr 0-3 Mth Treasury (SGOV)
Vaneck Etf Trust Alte Asse Ma Etf (GPZ)
The Alger Etf Trust Ai Enablers Adop (ALAI)

View all positions for Traphagen Investment Advisors

Top funds holding iShares S&P 500 Value Index

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Bank of America Corporation
Wells Fargo & Company
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CWM
Pnc Financial Services
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BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index