KC Investment Advisors »

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

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

Historical chart of KC 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 KC Investment 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 KC Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $616k 3.1k 197.18

More positions owned by KC Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Tesla Motors (TSLA)
Broadcom (AVGO)

View all positions for KC Investment 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