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iShares S&P 500 Value Index shares owned by IFG Advisors

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

Historical chart of IFG 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 IFG 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 IFG Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $448k 2.3k 197.17
2024-06-30 $388k 2.1k 181.98
2024-03-31 $385k 2.1k 186.82
2023-12-31 $358k 2.1k 173.86
2023-09-30 $315k 2.1k 153.85
2023-06-30 $331k 2.1k 161.20
2023-03-31 $311k 2.0k 151.73
2022-12-31 $297k 2.0k 145.08
2022-09-30 $304k 2.4k 128.60

More positions owned by IFG Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Cintas Corporation (CTAS)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for IFG Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index