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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

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Quarterly reported holdings in iShares S&P 500 Value Index by KC Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 5.9k 211.15
2024-09-30 $616k 3.1k 197.18

More positions owned by KC Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust State Street Spd (SPIB)
Calamos Etf Tr Autocallable Inc (CAIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Goldman Sachs Etf Tr Muni Income Etf (GMUB)
Vanguard Malvern Fds Core Bd Etf (VCRB)

View all positions for KC Investment Advisors

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
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