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iShares S&P 500 Value Index shares owned by Vima

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

Historical chart of Vima 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 Vima 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 Vima

Quarter filed Position value Share count Share price at filing
2026-06-30 $35k 155 227.06
2024-03-31 $24k 155 151.76
2023-12-31 $27k 155 173.88

More positions owned by Vima

Iris Energy (IREN)
PIMCO Enhanced Short Mat Str Fund ETF (MINT)
NVIDIA Corporation (NVDA)
Vaneck Vectors Gold Miners mutual (GDX)
Terawulf (WULF)
J P Morgan Exchange Traded F (JGRO)
Invesco Qqq Trust Series 1 (QQQ)
Apple (AAPL)
First Tr Exchange-traded (RDVI)
Amazon (AMZN)
Spdr S&p 500 Etf (SPY)
Calamos Etf Tr (CAIE)
Aim Etf Products Trust (SPBU)
First Tr Exch Traded Fd Iii (SDVD)
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)

View all positions for Vima

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index