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iShares S&P 500 Value Index shares owned by URS Advisory

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

Historical chart of URS Advisory 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 URS Advisory 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 URS Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $341k 1.6k 211.13

More positions owned by URS Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Intl Sel Div Etf (IDV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Ultra Short Dur (ICSH)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Amplify Etf Tr Cwp Intl Enhance (IDVO)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for URS Advisory

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Pnc Financial Services
Park Avenue Securities
Mml Investors Services
Lido Advisors
Raymond James Financial

View all funds holding iShares S&P 500 Value Index