Paladin Advisory Group »

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

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

Quarterly reported holdings in iShares S&P 500 Value Index by Paladin Advisory Group

Quarter filed Position value Share count Share price at filing
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 Inc (JPST)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Paladin Advisory Group

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
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