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iShares S&P 500 Value Index shares owned by Northstar Advisory Group

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

Historical chart of Northstar 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 Northstar 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 Northstar Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 8.5k 197.17
2022-03-31 $435k 2.8k 155.80

More positions owned by Northstar Advisory Group

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Financial (XLF)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Oracle Corporation (ORCL)

View all positions for Northstar Advisory Group

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