Bel Air Investment Advisors »

iShares S&P 500 Value Index shares owned by Bel Air Investment Advisors

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

Historical chart of Bel Air Investment 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 Bel Air Investment 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 Bel Air Investment Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $351k 2.4k 147.79
2021-03-31 $335k 2.4k 141.05

More positions owned by Bel Air Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
UnitedHealth (UNH)
Johnson & Johnson (JNJ)
Msci (MSCI)
Sherwin-Williams Company (SHW)
Pepsi (PEP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AutoZone (AZO)
Nike CL B (NKE)
Lowe's Companies (LOW)

View all positions for Bel Air Investment Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index