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

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

Historical chart of LexAurum 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 LexAurum 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 LexAurum Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $734k 3.8k 190.86
2024-09-30 $515k 2.6k 197.15
2024-06-30 $462k 2.5k 182.01
2024-03-31 $453k 2.4k 186.81

More positions owned by LexAurum Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Sherwin-Williams Company (SHW)
American Centy Etf Tr Us Eqt Etf (AVUS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Avantis Core Fi (AVIG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

View all positions for LexAurum 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
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Cetera Investment Advisers
Raymond James Financial
Envestnet Portfolio Solutions
CWM

View all funds holding iShares S&P 500 Value Index