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iShares S&P 500 Value Index shares owned by Vision Financial Markets

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

Historical chart of Vision Financial Markets 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 Vision Financial Markets 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 Vision Financial Markets

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 6 174.33
2025-06-30 $985 6 164.33
2025-03-31 $957 5 191.40

More positions owned by Vision Financial Markets

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AutoZone (AZO)
Apple (AAPL)
UnitedHealth (UNH)
RBB Us Treas 3 Mnth (TBIL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
AutoNation (AN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Williams-Sonoma (WSM)
Home Depot (HD)
Tesla Motors (TSLA)
Blackrock (BLK)

View all positions for Vision Financial Markets

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
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Wells Fargo & Company
UBS Group
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Stifel Financial
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Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index