Aveo Capital Partners »

iShares S&P 500 Value Index shares owned by Aveo Capital Partners

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

Historical chart of Aveo Capital Partners 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 Aveo Capital Partners 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 Aveo Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $392k 2.1k 190.88
2024-09-30 $390k 2.0k 197.17
2024-06-30 $345k 1.9k 182.01
2024-03-31 $331k 1.8k 180.32

More positions owned by Aveo Capital Partners

Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core Us Aggbd Et (AGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Proshares Tr Pshs Ultra Qqq (QLD)
Ishares Tr Broad Usd High (USHY)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Aveo Capital Partners

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Cetera Investment Advisers
Raymond James Financial
Envestnet Portfolio Solutions
CWM

View all funds holding iShares S&P 500 Value Index