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

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

Historical chart of Gradient 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 Gradient 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $515k 2.8k 186.78
2023-12-31 $468k 2.7k 173.89
2023-09-30 $414k 2.7k 153.84
2023-06-30 $434k 2.7k 161.19
2023-03-31 $409k 2.7k 151.76
2022-12-31 $391k 2.7k 145.07
2022-09-30 $349k 2.7k 128.64
2022-06-30 $373k 2.7k 137.49
2022-03-31 $422k 2.7k 155.55
2021-12-31 $425k 2.7k 156.65
2021-09-30 $395k 2.7k 145.60
2021-06-30 $401k 2.7k 147.81
2021-03-31 $383k 2.7k 141.17
2020-12-31 $347k 2.7k 127.90
2020-09-30 $305k 2.7k 112.42
2020-06-30 $294k 2.7k 108.37
2020-03-31 $261k 2.7k 96.20
2019-12-31 $353k 2.7k 130.11
2019-09-30 $323k 2.7k 119.06
2019-06-30 $316k 2.7k 116.48
2019-03-31 $360k 3.2k 112.75
2018-12-31 $323k 3.2k 101.16
2018-09-30 $417k 3.6k 115.96
2018-06-30 $396k 3.6k 110.12
2018-03-31 $393k 3.6k 109.29
2017-12-31 $411k 3.6k 114.29

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab International Equity Etf Etf (SCHF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Jpmorgan Chase & Co Stock (JPM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Large-cap Etf Etf (VV)

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

View all funds holding iShares S&P 500 Value Index