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

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

Historical chart of Scarborough 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 Scarborough 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 Scarborough Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 37k 197.17
2023-12-31 $42k 243 173.89

More positions owned by Scarborough Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Ishs 5 10yr Invt (IGIB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange Traded Cap Strength Etf (FTCS)
Ishares Tr Eafe Value Etf (EFV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Scarborough 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