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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
2025-09-30 $25M 120k 206.51
2025-06-30 $22M 114k 195.42
2025-03-31 $19M 100k 190.58
2024-12-31 $15M 77k 190.88
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 U S Equity Factr (LRGF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pettinga Financial Advisors

Top funds holding iShares S&P 500 Value Index

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