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iShares S&P 500 Value Index shares owned by VERITY Wealth Advisors

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

Historical chart of VERITY Wealth Advisors 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 VERITY Wealth Advisors 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 VERITY Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $732k 3.5k 212.07

More positions owned by VERITY Wealth Advisors

Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse All-world Ex-us Etf (VEU)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Acwi Ex Us Etf (ACWX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Msci Usa Esg Select Etf Etf (SUSA)
Microsoft Corp Stock (MSFT)
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)
Schwab International Equity Etf Etf (SCHF)
Vanguard Reit Index Etf Etf (VNQ)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares Nasdaq Biotechnology Etf (IBB)
Ishares Esg Advanced Msci Usa Etf Etf (USXF)

View all positions for VERITY Wealth Advisors

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
Park Avenue Securities
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding iShares S&P 500 Value Index