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iShares S&P 500 Value Index shares owned by Goodwin Investment Advisory

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

Historical chart of Goodwin Investment Advisory 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 Goodwin Investment Advisory 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 Goodwin Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $321k 1.8k 173.89
2023-09-30 $308k 2.0k 153.84
2023-06-30 $322k 2.0k 161.19
2023-03-31 $309k 2.0k 151.76
2022-12-31 $300k 2.1k 145.07
2022-09-30 $259k 2.0k 128.54
2022-06-30 $121k 878 137.46
2022-03-31 $212k 1.4k 154.64
2021-12-31 $330k 2.1k 157.05
2021-09-30 $332k 2.3k 146.44

More positions owned by Goodwin Investment Advisory

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Selective Insurance (SIGI)

View all positions for Goodwin Investment Advisory

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
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index