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iShares S&P 500 Value Index shares owned by Semmax Financial Advisors

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

Historical chart of Semmax Financial 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 Semmax Financial Advisors 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 Semmax Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $139k 799 174.27
2022-12-31 $53k 344 154.07

More positions owned by Semmax Financial Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Fidelity National Information Services (FIS)
Comcast Corp Cl A (CMCSA)
Microsoft Corporation (MSFT)
Enbridge (ENB)
Meta Platforms Cl A (META)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Philip Morris International (PM)
Wells Fargo & Company (WFC)

View all positions for Semmax Financial Advisors

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