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iShares S&P 500 Value Index shares owned by MJT & Associates Financial Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by MJT & Associates Financial Advisory Group from 13F filings

Historical chart of MJT & Associates Financial Advisory Group 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 MJT & Associates Financial Advisory Group 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 MJT & Associates Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 6.9k 206.51
2025-06-30 $77k 7.4k 10.44
2025-03-31 $1.4M 7.4k 190.58

More positions owned by MJT & Associates Financial Advisory Group

Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares S&p 500 Growth Etf Etf (IVW)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)
Vanguard Mid-cap Growth Etf Etf (VOT)
Vanguard Mid-cap Value Etf Etf (VOE)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Nvidia Corporation Stock (NVDA)

View all positions for MJT & Associates Financial Advisory Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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UBS Group
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CWM
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Envestnet Portfolio Solutions
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View all funds holding iShares S&P 500 Value Index