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iShares S&P 500 Value Index shares owned by American Capital Advisory

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

Historical chart of American Capital Advisory 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 American Capital Advisory 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 American Capital Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $50k 260 190.58
2024-12-31 $11k 59 190.88

More positions owned by American Capital Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Actively Managed Exc Total Return (GTO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Labcorp Holdings Com Shs (LH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Philip Morris International (PM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl C (GOOG)
State Street Corporation (STT)

View all positions for American Capital Advisory

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index