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

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

Historical chart of Monolith 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 Monolith 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 Monolith Advisors

Quarter filed Position value Share count Share price at filing
2022-09-30 $249k 1.9k 128.68
2022-06-30 $266k 1.9k 137.47
2022-03-31 $355k 2.3k 156.73
2021-12-31 $355k 2.3k 156.73

More positions owned by Monolith Advisors

Goldman Sachs Actvbeta Uit Exchange Traded (GSLC)
Goldman Sachs Acs Us Uit Exchange Traded (GCOR)
Goldman Sachs Marktbta Uit Exchange Traded (GSUS)
Goldman Sachs Actvbt Uit Exchange Traded (GSIE)
Gldmn Sch Actvbeta Us Uit Exchange Traded (GSSC)
Morgan Stanley Inst Glob Equity Funds (MGGIX)
Gldmn Schs Acs Inv Grd Uit Exchange Traded (GIGB)
Gldmn Sch Acs Infla Prtc Uit Exchange Traded (GTIP)
Morgan Stanley Inst Glob Equity Funds (MIGIX)
Goldman Sachs Acces Uit Exchange Traded (GBIL)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Ishares Jpmorgan Usd Mts Uit Exchange Traded (EMB)
Spdr Gold Shares Etf Uit Exchange Traded (GLD)
Ishares S&p 500 Growth Uit Exchange Traded (IVW)
Spdr Long Term Treasury Uit Exchange Traded (SPTL)

View all positions for Monolith Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index