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iShares S&P 500 Value Index shares owned by Cedar Mountain Advisors

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

Historical chart of Cedar Mountain 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 Cedar Mountain 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 Cedar Mountain Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $80k 378 212.05
2025-09-30 $25k 118 207.31
2022-12-31 $41k 284 145.07

More positions owned by Cedar Mountain Advisors

Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Russell Mid-cap Value Etf Etf (IWS)
Ishares Core S&p Small Cap Etf Etf (IJR)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Financials Etf Etf (VFH)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Vanguard Health Care Etf Etf (VHT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Franklin International Low Volatility High Dividend Index Etf Etf (LVHI)
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Cedar Mountain Advisors

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