Advocacy Wealth Management Services »

iShares S&P 500 Value Index shares owned by Advocacy Wealth Management Services

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Advocacy Wealth Management Services from 13F filings

Historical chart of Advocacy Wealth Management Services 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 Advocacy Wealth Management Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Advocacy Wealth Management Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $32M 160k 197.17
2024-06-30 $28M 155k 182.01
2024-03-31 $26M 139k 186.81

More positions owned by Advocacy Wealth Management Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Eafe Value Etf (EFV)
Doubleline Etf Trust Mortgage Etf (DMBS)
Angel Oak Funds Trust Income Etf (CARY)
Pimco Etf Tr Sr Ln Active Etf (LONZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Advocacy Wealth Management Services

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index