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iShares S&P 500 Value Index shares owned by Advocate Investing Services

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

Historical chart of Advocate Investing Services 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 Advocate Investing Services 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 Advocate Investing Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $30k 141 211.13

More positions owned by Advocate Investing Services

Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
T Rowe Price Etf Cap Appreciation (TCAF)
Select Sector Spdr Tr State Street Con (XLP)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Ishares Tr Global Energ Etf (IXC)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust State Street Spd (XME)
Select Sector Spdr Tr State Street Tec (XLK)
Select Sector Spdr Tr State Street Ene (XLE)
Apple (AAPL)
Wal-Mart Stores (WMT)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr State Street Fin (XLF)
Ishares Msci Emrg Chn (EMXC)
Microsoft Corporation (MSFT)

View all positions for Advocate Investing Services

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index