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iShares S&P 500 Value Index shares owned by Avenue 1 Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Avenue 1 Advisors from 13F filings

Historical chart of Avenue 1 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 Avenue 1 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 Avenue 1 Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $391k 1.8k 212.07
2025-09-30 $349k 1.7k 206.51
2025-06-30 $253k 1.3k 195.42
2025-03-31 $247k 1.3k 190.58

More positions owned by Avenue 1 Advisors

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust High Yld Munietf (HYD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)

View all positions for Avenue 1 Advisors

Top funds holding iShares S&P 500 Value Index

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