Wellington Grp »

iShares S&P 500 Value Index shares owned by Wellington Grp

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

Historical chart of Wellington Grp 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 Wellington Grp 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 Wellington Grp

Quarter filed Position value Share count Share price at filing
2026-03-31 $247k 1.2k 211.15
2025-12-31 $10k 49 212.06

More positions owned by Wellington Grp

Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr TRS FLT RT BD (TFLO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Series Trust State Street Spd (SPSB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)

View all positions for Wellington Grp

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