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iShares S&P 500 Value Index shares owned by Nicolet Advisory Services

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

Historical chart of Nicolet Advisory Services 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 Nicolet Advisory Services 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 Nicolet Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $374k 2.0k 184.23
2023-09-30 $315k 2.1k 151.75
2023-06-30 $332k 2.1k 159.88
2020-12-31 $422k 3.3k 127.96
2020-06-30 $224k 2.1k 108.26

More positions owned by Nicolet Advisory Services

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
Bank First National Corporation (BFC)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Jpmorgan Chase & Co Alerian Ml Etn (AMJ)

View all positions for Nicolet Advisory Services

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