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iShares S&P 500 Value Index shares owned by Advyzon Investment Management

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

Historical chart of Advyzon Investment Management 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 Advyzon Investment Management 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 Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $694k 3.4k 206.52
2025-06-30 $298k 1.5k 195.43
2025-03-31 $216k 1.1k 190.64
2024-12-31 $218k 1.1k 190.85

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Microsoft Corporation (MSFT)
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Apple (AAPL)
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Ea Series Trust Strive Enhanced (BUXX)

View all positions for Advyzon Investment Management

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