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iShares S&P 500 Value Index shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services 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 Diversify Advisory Services 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 Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 12k 198.53
2024-06-30 $2.4M 13k 181.73
2024-03-31 $2.4M 13k 185.67

More positions owned by Diversify Advisory Services

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Meta Platforms Cl A (META)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Msci India Etf (INDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 2000 Etf (IWM)
Costco Wholesale Corporation (COST)

View all positions for Diversify Advisory Services

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
International Assets Investment Management
Royal Bank of Canada
BlackRock
Mariner Wealth Advisors
Huntington National Bank
M^T Bank Corporation

View all funds holding iShares S&P 500 Value Index