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iShares S&P 500 Value Index shares owned by Coign Capital Advisors

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

Historical chart of Coign Capital 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 Coign Capital 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 Coign Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 14k 206.51
2025-06-30 $2.6M 14k 195.42
2025-03-31 $2.3M 12k 190.58

More positions owned by Coign Capital Advisors

Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
John Hancock Exchange Traded Core Plus Bond (JHCP)
Putnam Etf Trust Focused Lar Cap (PVAL)
RBB Us Treas 3 Mnth (TBIL)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Pgim Etf Tr Active Aggregate (PAB)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Coign Capital Advisors

Top funds holding iShares S&P 500 Value Index

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View all funds holding iShares S&P 500 Value Index