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

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

Historical chart of AA 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 AA 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 AA Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $420k 2.0k 212.06

More positions owned by AA Financial Advisors

Vanguard Index Fds Small Cp Etf (VB)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Commscope Hldg (COMM)

View all positions for AA Financial Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
CWM
Park Avenue Securities
Pnc Financial Services
BlackRock
Lido Advisors
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding iShares S&P 500 Value Index