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iShares S&P 500 Value Index shares owned by Turn8 Private Wealth

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Turn8 Private Wealth from 13F filings

Historical chart of Turn8 Private Wealth 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 Turn8 Private Wealth 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 Turn8 Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.2M 5.0k 231.71

More positions owned by Turn8 Private Wealth

Microsoft Corporation (MSFT)
Alphabet Inc Class A cs (GOOGL)
Taiwan Semicon Man Sp/adr Sponsored ADR (TSM)
Jpmorgan Eqt Prem Icm Etf Etf (JEPI)
Rbc Cad (RY)
Goldman Sachs (GS)
NVIDIA Corporation (NVDA)
Marathon Petroleum Corp (MPC)
Palo Alto Networks (PANW)
Amazon (AMZN)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
State St Egy Slct Sct Etf Etf (XLE)
Canadian Natural Resources (CNQ)
Berkshire Hathaway (BRK.B)

View all positions for Turn8 Private Wealth

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index