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iShares S&P 500 Value Index shares owned by Ascension Capital Advisors

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

Historical chart of Ascension 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 Ascension 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 Ascension Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $204k 1.0k 197.17

More positions owned by Ascension Capital Advisors

First Tr Exchange-traded Risng Divd Achiv (RDVY)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Residential Mult (REZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Exxon Mobil Corporation (XOM)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)

View all positions for Ascension Capital Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index