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iShares S&P 500 Value Index shares owned by Authentikos Wealth Advisory

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

Historical chart of Authentikos Wealth 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 Authentikos Wealth 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 Authentikos Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $67k 342 197.17
2023-09-30 $45k 292 153.84

More positions owned by Authentikos Wealth Advisory

Innovator Etfs Trust Uncapped Acclrtd (XUSP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Collaborative Investmnt Ser Adaptive Core (RULE)
Vanguard World Mega Grwth Ind (MGK)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR)
First Tr Exch Traded Fd Iii Lng Sht Equity (FTLS)
First Tr Exchange-traded Mngd Futrs Strgy (FMF)
Aim Etf Products Trust Allianzim U S La (SIXD)
Innovator Etfs Trust Growth Accelerat (XDQQ)
Innovator Etfs Trust Us Equity Accele (XDSQ)
Apple (AAPL)
Tidal Tr Ii Yieldmax Univers (YMAX)

View all positions for Authentikos Wealth Advisory

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