Hoover Financial Advisors »

iShares S&P 500 Value Index shares owned by Hoover Financial Advisors

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

Historical chart of Hoover Financial 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 Hoover Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Hoover Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $198k 1.3k 147.43
2021-03-31 $199k 1.3k 148.73
2020-12-31 $176k 1.3k 132.23
2020-09-30 $149k 1.3k 112.62
2020-06-30 $142k 1.3k 108.07

More positions owned by Hoover Financial Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
Huntington Ingalls Inds (HII)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
At&t (T)
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR)
West Pharmaceutical Services (WST)
Johnson & Johnson (JNJ)
Ishares Tr Msci Eafe Etf (EFA)
Altria (MO)
Ishares Tr Rus Mid Cap Etf (IWR)
Innovator Etfs Tr S&p 500 Pwr Buf (PMAY)
Innovator Etfs Tr S&p 500 Ultra (UAPR)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Hoover Financial 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
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index