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iShares S&P 500 Value Index shares owned by HTG Investment Advisors

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

Historical chart of HTG Investment 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 HTG Investment 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 HTG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 7.7k 211.15
2024-09-30 $211k 1.1k 197.17
2023-12-31 $201k 1.2k 173.89

More positions owned by HTG Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Cbre Group Cl A (CBRE)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Growth Etf (VUG)

View all positions for HTG Investment Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index