Savvy Advisors »

iShares S&P 500 Value Index shares owned by Savvy Advisors

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

Historical chart of Savvy 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 Savvy Advisors 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 Savvy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $538k 2.7k 197.17
2024-06-30 $472k 2.6k 182.01
2024-03-31 $357k 1.9k 186.81
2023-12-31 $254k 1.5k 173.89

More positions owned by Savvy Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Amgen (AMGN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Index Fds Value Etf (VTV)
Procter & Gamble Company (PG)
Ishares Tr Eafe Grwth Etf (EFG)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Savvy Advisors

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index