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iShares S&P 500 Value Index shares owned by Yukon Wealth Management

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

Historical chart of Yukon Wealth Management 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 Yukon Wealth Management 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 Yukon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 11k 221.02
2025-09-30 $1.9M 9.4k 206.50
2025-06-30 $1.9M 9.5k 195.42
2025-03-31 $1.7M 8.8k 190.57

More positions owned by Yukon Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Select Divid Etf (DVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYV)

View all positions for Yukon Wealth Management

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