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iShares S&P 500 Value Index shares owned by Wealthfront Advisers

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

Historical chart of Wealthfront Advisers 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 Wealthfront Advisers 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 Wealthfront Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $257k 1.2k 206.51
2024-12-31 $11M 62k 169.30

More positions owned by Wealthfront Advisers

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Core Msci Emkt (IEMG)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Real Estate Etf (VNQ)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Wealthfront Advisers

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index