United Capital Financial Advisers »

iShares S&P 500 Value Index shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $69M 371k 186.81
2023-12-31 $15M 86k 173.89
2023-09-30 $25M 159k 153.84
2023-06-30 $32M 201k 161.19
2023-03-31 $32M 210k 151.76
2022-12-31 $33M 230k 145.07
2022-09-30 $32M 249k 128.52
2022-06-30 $36M 261k 137.46
2022-03-31 $43M 274k 155.72
2021-12-31 $45M 290k 156.63
2021-09-30 $46M 319k 145.42
2021-06-30 $48M 325k 147.64
2021-03-31 $49M 346k 141.24
2020-12-31 $47M 364k 128.02
2020-09-30 $42M 377k 112.45
2020-06-30 $40M 370k 108.21
2020-03-31 $34M 363k 92.24
2019-12-31 $47M 360k 130.09
2019-09-30 $44M 368k 119.14
2019-06-30 $44M 376k 116.57
2019-03-31 $42M 373k 112.74
2018-12-31 $44M 430k 101.14
2018-09-30 $46M 400k 115.84
2018-06-30 $40M 361k 110.13
2018-03-31 $45M 409k 109.34
2017-12-31 $47M 406k 114.57
2017-09-30 $41M 383k 107.91
2017-06-30 $40M 382k 104.96
2017-03-31 $45M 433k 104.04
2016-12-31 $44M 431k 101.38
2016-09-30 $70M 738k 94.96
2016-06-30 $62M 663k 93.00
2016-03-31 $42M 466k 89.93
2015-12-31 $40M 451k 88.53
2015-09-30 $38M 450k 84.03
2015-06-30 $45M 487k 92.21
2015-03-31 $40M 421k 93.89
2014-12-31 $42M 446k 93.77
2014-09-30 $75M 834k 90.07
2014-06-30 $82M 909k 90.28
2014-03-31 $83M 956k 86.90
2013-09-30 $63M 807k 78.32
2013-06-30 $52M 683k 75.77
2013-03-31 $16M 213k 73.80
2012-12-31 $12M 181k 66.39
2012-09-30 $8.9M 136k 65.79
2012-06-30 $7.9M 127k 62.28
2011-12-31 $5.1M 88k 57.83
2011-09-30 $3.4M 66k 51.57
2010-12-31 $3.6M 61k 59.59

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
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