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iShares S&P 500 Value Index shares owned by Millington Financial Advisors

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

Historical chart of Millington Financial 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 Millington Financial 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 Millington Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $348k 2.0k 173.92
2023-09-30 $305k 2.0k 153.86
2023-06-30 $319k 2.0k 161.21
2023-03-31 $300k 2.0k 151.80
2022-12-31 $285k 2.0k 145.09

More positions owned by Millington Financial Advisors

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Tr Us Equity Accele (XBAP)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Innovator Etfs Tr Us Eqt Accel Pls (XTAP)
Invesco Exchange Traded Fd T Semiconductors (PSI)
First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Hlth Cr Equip (XHE)
Ishares Tr Core Div Grwth (DGRO)
UFP Technologies (UFPT)

View all positions for Millington Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index