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iShares S&P 500 Value Index shares owned by Elevation Advisory Partners

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

Historical chart of Elevation Advisory Partners 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 Elevation Advisory Partners 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 Elevation Advisory Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $200k 923 216.74

More positions owned by Elevation Advisory Partners

NVIDIA Corporation (NVDA)
Vanguard Whitehall Fds High Div Yld (VYM)
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Amazon (AMZN)
Microsoft Corporation (MSFT)
Arm Holdings Sponsored Ads (ARM)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Tesla Motors (TSLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Caterpillar (CAT)
Spdr Gold Tr Gold Shs (GLD)
Argan (AGX)
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)

View all positions for Elevation Advisory Partners

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