Wilian Securities »

iShares S&P 500 Value Index shares owned by Wilian Securities

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

Historical chart of Wilian Securities 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 Wilian Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Wilian Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $243k 1.1k 212.10

More positions owned by Wilian Securities

Invesco Actively Managed Exc Total Return (GTO)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)

View all positions for Wilian Securities

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index