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iShares S&P 500 Value Index shares owned by Atlanta Consulting Group Advisors

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

Historical chart of Atlanta Consulting Group 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 Atlanta Consulting Group 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 Atlanta Consulting Group Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $654k 3.2k 206.51
2025-06-30 $619k 3.2k 195.42
2024-12-31 $605k 3.2k 190.88
2024-09-30 $624k 3.2k 197.17
2024-06-30 $576k 3.2k 182.01
2024-03-31 $592k 3.2k 186.81

More positions owned by Atlanta Consulting Group Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alliance Resource Partners L Ut Ltd Part (ARLP)
Ishares Tr Core S&p Mcp Etf (IJH)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Coca-Cola Company (KO)

View all positions for Atlanta Consulting Group 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