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iShares S&P 500 Value Index shares owned by Advisor Resource Council

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

Historical chart of Advisor Resource Council 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 Advisor Resource Council 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 Advisor Resource Council

Quarter filed Position value Share count Share price at filing
2024-03-31 $412k 2.4k 173.89
2023-12-31 $2.2M 12k 173.89
2022-06-30 $2.0M 14k 137.50
2021-12-31 $2.3M 14k 156.60
2021-06-30 $2.1M 2.1k 1000.00

More positions owned by Advisor Resource Council

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Msci Jpn Etf New (EWJ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Advisor Resource Council

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index