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iShares S&P 500 Value Index shares owned by Vantus Wealth

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

Historical chart of Vantus 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 Vantus 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 Vantus Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 12k 212.07

More positions owned by Vantus Wealth

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Meta Platforms Cl A (META)

View all positions for Vantus Wealth

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