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iShares S&P 500 Value Index shares owned by Spectrum Planning & Advisory Services

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

Historical chart of Spectrum Planning & Advisory Services 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 Spectrum Planning & Advisory Services 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 Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.2M 18k 181.83

More positions owned by Spectrum Planning & Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)

View all positions for Spectrum Planning & Advisory Services

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Wells Fargo & Company
Goldman Sachs Group
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UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Cetera Investment Advisers

View all funds holding iShares S&P 500 Value Index