Ascension Capital Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Ascension Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 1.0k 206.51
2025-06-30 $218k 1.1k 195.42
2025-03-31 $281k 1.5k 190.58
2024-12-31 $8.4M 44k 190.88
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)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Simplify Exchange Traded Fun Simplify Opport (CRDT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Residential Mult (REZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)

View all positions for Ascension Capital Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
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