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iShares S&P 500 Value Index shares owned by Pettinga Financial Advisors

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

Historical chart of Pettinga Financial Advisors 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 Pettinga Financial Advisors 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 Pettinga Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 75k 197.17
2024-06-30 $14M 77k 182.01
2024-03-31 $13M 71k 186.81

More positions owned by Pettinga Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Pettinga Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index