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iShares S&P 500 Value Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth 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 TRUE Private Wealth 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 12k 206.53
2025-06-30 $2.3M 12k 195.42
2025-03-31 $2.6M 14k 190.58
2024-12-31 $2.7M 14k 190.88
2024-09-30 $3.5M 18k 197.18
2024-06-30 $3.3M 18k 182.01
2024-03-31 $3.3M 18k 186.81
2023-12-31 $1.9M 11k 173.88
2023-09-30 $1.7M 11k 153.84
2023-06-30 $1.7M 11k 161.19
2023-03-31 $1.6M 11k 151.76
2022-12-31 $1.5M 11k 145.06
2022-09-30 $1.4M 11k 128.48
2022-06-30 $1.5M 11k 137.45
2022-03-31 $2.0M 13k 152.83
2021-12-31 $1.8M 12k 156.60
2021-09-30 $1.6M 11k 145.42
2021-06-30 $1.5M 10k 147.59
2021-03-31 $1.4M 10k 141.25
2020-12-31 $302k 2.4k 127.91
2020-09-30 $275k 2.5k 112.11
2020-06-30 $6.3M 58k 108.21
2020-03-31 $5.7M 59k 96.24
2019-12-31 $21M 161k 130.09
2019-09-30 $19M 162k 119.14
2019-06-30 $19M 162k 116.57
2019-03-31 $19M 164k 112.74
2018-12-31 $16M 162k 101.14
2018-09-30 $13M 109k 116.52
2018-06-30 $20M 184k 110.84
2018-03-31 $19M 177k 109.34
2017-12-31 $21M 181k 114.24
2017-09-30 $21M 197k 107.91
2017-06-30 $21M 198k 104.96
2017-03-31 $29M 276k 103.66
2016-12-31 $28M 271k 101.78
2016-09-30 $12M 133k 93.56
2016-06-30 $9.4M 101k 92.90

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth 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