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iShares S&P 500 Value Index shares owned by Seven Mile Advisory

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

Historical chart of Seven Mile Advisory 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 Seven Mile Advisory 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 Seven Mile Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $589k 3.2k 186.81
2023-12-31 $550k 3.2k 173.89
2023-09-30 $486k 3.2k 153.84

More positions owned by Seven Mile Advisory

Spdr S&p 500 Etf Trust Etf (SPY)
Nvidia Corporation Stock (NVDA)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Amazon Stock (AMZN)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Short-term Treasury Etf Etf (VGSH)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)
Ishares Russell 1000 Growth Etf Etf (IWF)
Snap Inc Cl A Stock (SNAP)

View all positions for Seven Mile Advisory

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
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index