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iShares S&P 500 Value Index shares owned by USA Financial Portformulas

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

Historical chart of USA Financial Portformulas 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 USA Financial Portformulas 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 USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2025-03-31 $29k 152 190.58
2024-12-31 $77M 404k 190.88
2024-03-31 $72M 386k 186.81
2023-12-31 $66M 377k 173.89
2023-09-30 $922 6 153.83
2023-06-30 $967 6 161.17
2023-03-31 $910 6 151.83
2022-09-30 $1.0k 8 125.00
2022-06-30 $10k 76 131.58
2022-03-31 $9.0k 59 152.54

More positions owned by USA Financial Portformulas

iShares Core S&P 500 Core S&p500 Etf (IVV)
iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
Invesco QQQ Trust ETF Unit Ser 1 (QQQ)
iShares S&P 500 Growth ETF S&p 500 Grwt Etf (IVW)
SPDR S&P 500 Tr Unit (SPY)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares iBoxx USD Inv Grade Corp Bond ETF Iboxx Inv Cp Etf (LQD)
iShares iBoxx USD High Yield Corp Bond ETF Iboxx Hi Yd Etf (HYG)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF Allianzim Us Equ (SIXJ)
AIM ETF Products Trust - AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF Allianzim Us Equ (SIXO)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Telecomm Us Telecom Etf (IYZ)
iShares U.S. Technology ETF U.s. Tech Etf (IYW)
iShares U.S. Healthcare ETF Us Hlthcare Etf (IYH)
BlackRock Institutional Trust Company N.A. - BTC iShares U.S. Utilitie U.s. Utilits Etf (IDU)
Micron Technology (MU)

View all positions for USA Financial Portformulas

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index