Nordwand Advisors »

iShares S&P 500 Value Index shares owned by Nordwand Advisors

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

Historical chart of Nordwand Advisors 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 Nordwand Advisors 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 Nordwand Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $504k 2.7k 186.81
2023-12-31 $470k 2.7k 173.89
2023-09-30 $415k 2.7k 153.84
2023-06-30 $435k 2.7k 161.19
2023-03-31 $460k 3.0k 151.76

More positions owned by Nordwand Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Johnson & Johnson (JNJ)
Novocure Ord Shs (NVCR)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Grab Holdings Class A Ord (GRAB)
Ardagh Metal Packaging S A SHS (AMBP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
LSB Industries (LXU)
Hubbell (HUBB)
Verizon Communications (VZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ferguson SHS (FERG)
Kb Finl Group Sponsored Adr (KB)

View all positions for Nordwand Advisors

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
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index