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iShares S&P 500 Value Index shares owned by PAX Financial Group

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

Historical chart of PAX Financial 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 PAX Financial 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 PAX Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.8M 39k 175.63

More positions owned by PAX Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for PAX Financial 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