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iShares S&P 500 Value Index shares owned by ONE Advisory Partners

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

Historical chart of ONE Advisory Partners 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 ONE Advisory Partners 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 ONE Advisory Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.7M 36k 186.81
2022-06-30 $204k 1.5k 137.47

More positions owned by ONE Advisory Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)

View all positions for ONE Advisory Partners

Top funds holding iShares S&P 500 Value Index

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Goldman Sachs Group
UBS Group
Stifel Financial
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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