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iShares S&P 500 Value Index shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $716k 3.5k 206.52
2025-06-30 $675k 3.5k 195.41
2025-03-31 $653k 3.4k 190.60
2024-12-31 $652k 3.4k 190.89
2024-09-30 $670k 3.4k 197.15
2024-06-30 $615k 3.4k 182.03
2024-03-31 $628k 3.4k 186.80
2023-12-31 $582k 3.3k 173.87
2023-09-30 $513k 3.3k 153.82
2023-06-30 $534k 3.3k 161.18
2023-03-31 $501k 3.3k 151.78
2022-12-31 $469k 3.2k 145.07
2022-09-30 $413k 3.2k 128.46
2022-06-30 $439k 3.2k 137.53
2022-03-31 $495k 3.2k 155.71
2021-12-31 $496k 3.2k 156.71
2021-09-30 $458k 3.1k 145.44
2021-06-30 $462k 3.1k 147.56
2021-03-31 $441k 3.1k 141.35
2020-12-31 $397k 3.1k 127.86
2020-09-30 $347k 3.1k 112.44
2020-06-30 $331k 3.1k 108.06
2020-03-31 $293k 3.0k 96.19
2019-12-31 $393k 3.0k 130.13
2019-09-30 $358k 3.0k 119.21
2019-06-30 $348k 3.0k 116.58
2019-03-31 $335k 3.0k 112.87
2018-12-31 $299k 3.0k 101.32
2018-09-30 $337k 2.9k 115.69
2018-06-30 $319k 2.9k 110.23
2018-03-31 $316k 2.9k 109.19
2017-12-31 $329k 2.9k 114.36
2017-09-30 $307k 2.8k 107.95
2017-06-30 $297k 2.8k 105.02
2017-03-31 $293k 2.8k 104.16
2016-12-31 $285k 2.8k 101.32
2016-09-30 $264k 2.8k 95.00
2016-06-30 $258k 2.8k 92.84
2016-03-31 $247k 2.7k 89.95
2015-12-31 $242k 2.7k 88.71

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Ishares Tr Select Divid Etf (DVY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Jackson, Grant Investment Advisers

Top funds holding iShares S&P 500 Value Index

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UBS Group
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CWM
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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index