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

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

Historical chart of Vestia Personal 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 Vestia Personal 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 Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 883 227.03

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Value Etf Etf (DFIV)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional Global Core Plus Fixed Income Etf Etf (DFGP)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional Global Real Estate Etf Etf (DFGR)

View all positions for Vestia Personal Wealth Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Cetera Investment Advisers
Ameriprise Financial
CWM
Pnc Financial Services
Lido Advisors
BlackRock
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index