Van Diest Capital »

iShares S&P 500 Value Index shares owned by Van Diest Capital

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

Historical chart of Van Diest Capital 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 Van Diest Capital 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 Van Diest Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $291k 1.4k 212.14

More positions owned by Van Diest Capital

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)
Booking Holdings (BKNG)
Alphabet Cap Stk Cl C (GOOG)
Charles Schwab Corporation (SCHW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Van Diest Capital

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Ameriprise Financial
Stifel Financial
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