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

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

Historical chart of Paladin 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 Paladin 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 Paladin Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $60k 302 197.17
2024-06-30 $55k 302 181.06
2024-03-31 $56k 302 185.67
2023-12-31 $53k 302 173.89
2023-09-30 $47k 302 153.84

More positions owned by Paladin Advisory Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Proshares Tr S&p 500 Dv Arist (NOBL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Global X Fds Us Infr Dev Etf (PAVE)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Paladin Advisory Group

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
International Assets Investment Management
Royal Bank of Canada
BlackRock
Mariner Wealth Advisors
Huntington National Bank
M^T Bank Corporation

View all funds holding iShares S&P 500 Value Index