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SPDR DJ Wilshire Large Cap Value shares owned by IFG Advisory

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap Value (SPYV) shares owned by IFG Advisory from 13F filings

Historical chart of IFG Advisory investment in SPDR DJ Wilshire Large Cap Value

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap Value held by IFG Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR DJ Wilshire Large Cap Value by IFG Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.1M 103k 50.10
2023-12-31 $6.4M 137k 46.64
2023-09-30 $5.3M 128k 41.26
2023-06-30 $9.4M 218k 43.20
2023-03-31 $6.1M 149k 40.72
2022-12-31 $5.9M 153k 38.89
2022-09-30 $5.1M 147k 34.49
2022-06-30 $565k 15k 36.76

More positions owned by IFG Advisory

Vanguard S&p MF Closed and MF Open (VOO)
Vanguard Total MF Closed and MF Open (VTI)
Invesco Qqq MF Closed and MF Open (QQQ)
Proshares Trust MF Closed and MF Open (NOBL)
First Trust MF Closed and MF Open (FTCS)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FVD)
Apple Common Stock (AAPL)
Invesco Russell MF Closed and MF Open (OMFL)
Vanguard High MF Closed and MF Open (VYM)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Spdr Bloomberg MF Closed and MF Open (BIL)
Microsoft Corp Common Stock (MSFT)
Dimensional World MF Closed and MF Open (DFAX)

View all positions for IFG Advisory

Top funds holding SPDR DJ Wilshire Large Cap Value

Hanson McClain Advisors
Horizon Investments
ValMark Advisers
Advisor Group Holdings
UBS Group
Bank of America Corporation
CWM
Royal Bank of Canada
Raymond James Financial Services Advisors
Advisory Alpha
Jpmorgan Chase & Co
Willis Johnson & Associates
Franklin Resources
Betterment
Tiaa Trust, National Association

View all funds holding SPDR DJ Wilshire Large Cap Value