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iShares S&P 500 Value Index shares owned by Axiom Advisory

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

Historical chart of Axiom 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 Axiom 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 Axiom Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $646k 3.4k 190.30
2024-06-30 $607k 3.3k 182.16

More positions owned by Axiom Advisory

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Real Estate Etf (VNQ)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for Axiom Advisory

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index