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iShares S&P 500 Value Index shares owned by Elios Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Elios Financial Group from 13F filings

Historical chart of Elios Financial Group 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 Elios Financial Group 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 Elios Financial Group

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.6M 8.0k 195.42
2025-03-31 $1.2M 6.3k 190.59

More positions owned by Elios Financial Group

First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Us Infrastruc (IFRA)
First Tr Exchange-traded SHS (QQEW)
Vanguard World Esg Us Stk Etf (ESGV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for Elios Financial Group

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