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iShares S&P 500 Value Index shares owned by Advantage Trust

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

Historical chart of Advantage Trust 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 Advantage Trust 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 Advantage Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $112k 600 186.81
2023-12-31 $104k 600 173.89

More positions owned by Advantage Trust

JP Morgan Active Growth ETF Active Growth (JGRO)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
Vanguard Growth ETF Growth Etf (VUG)
First Trust SMID Cap Rising Dividend Achievers ETF Smid Risng Etf (SDVY)
Vanguard Value ETF Value Etf (VTV)
Vanguard Information Technology ETF Inf Tech Etf (VGT)
Fidelity Enhanced International ETF Enhanced Intl (FENI)
JP Morgan ActiveBuilders Emerging Markets Equity ETF Activebldrs Emer (JEMA)
Vanguard Real Estate ETF Real Estate Etf (VNQ)
IShares MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
First Trust NASDAQ Cybersecurity ETF Nasdaq Cyb Etf (CIBR)
SPDR S&P Kensho New Economies Composite ETF S&p Kensho New (KOMP)
Vanguard Sector Index Health Care ETF Health Car Etf (VHT)
Defiance 5G Next Generation Connectivity ETF Defiance Next (FIVG)
IShares Biotechnology ETF Ishares Biotech (IBB)

View all positions for Advantage Trust

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
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index