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iShares S&P 500 Value Index shares owned by Invst

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

Historical chart of Invst 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 Invst 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 Invst

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 71k 185.67
2023-12-31 $12M 70k 175.18
2023-09-30 $245k 1.6k 153.84

More positions owned by Invst

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Invst

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index