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iShares S&P 500 Value Index shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial 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 Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 12k 206.50
2025-06-30 $2.4M 12k 195.41
2025-03-31 $2.3M 12k 190.59
2024-12-31 $2.3M 12k 190.88
2024-09-30 $2.4M 12k 197.18
2024-06-30 $2.2M 12k 182.01
2024-03-31 $2.3M 12k 186.81
2023-09-30 $1.8M 12k 153.84
2023-06-30 $1.9M 12k 161.19
2023-03-31 $1.9M 12k 151.75
2022-12-31 $1.8M 12k 145.07
2022-09-30 $1.6M 12k 128.49
2022-06-30 $1.7M 12k 137.50
2022-03-31 $1.9M 12k 155.71
2021-12-31 $1.9M 12k 156.65
2021-09-30 $1.8M 12k 145.39
2021-06-30 $1.8M 12k 147.63
2021-03-31 $1.2M 12k 96.22
2020-12-31 $1.5M 12k 128.00
2020-09-30 $1.4M 12k 112.43
2020-06-30 $1.3M 12k 108.17
2020-03-31 $1.2M 12k 96.22

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Technology Select Sector Spdr Technology (XLK)
Apple (AAPL)

View all positions for Wellspring Financial Advisors

Top funds holding iShares S&P 500 Value Index

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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index