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iShares S&P 500 Value Index shares owned by Annis Gardner Whiting Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Annis Gardner Whiting Capital Advisors from 13F filings

Historical chart of Annis Gardner Whiting Capital 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 Annis Gardner Whiting Capital 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 Annis Gardner Whiting Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $370k 2.0k 182.01
2024-03-31 $532k 2.8k 186.81
2023-12-31 $113k 649 173.89
2023-09-30 $100k 649 154.68

More positions owned by Annis Gardner Whiting Capital Advisors

Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Ishares Tr Russell 2000 Etf (IWM)
The Baldwin Insurance Grp In Com Cl A (BWIN)
Ishares Tr Msci Acwi Etf (ACWI)
Amazon (AMZN)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Progressive Corporation (PGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)

View all positions for Annis Gardner Whiting Capital Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index