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

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

Historical chart of Criterion 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 Criterion 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 Criterion Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $110k 589 186.89

More positions owned by Criterion Capital Advisors

Dimensional Etf Trust Intl Core Equity (DFIC)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Oracle Corporation (ORCL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Hca Holdings (HCA)
Abbvie (ABBV)
Visa Com Cl A (V)
Amgen (AMGN)
Comcast Corp Cl A (CMCSA)

View all positions for Criterion Capital Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index