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iShares S&P 500 Value Index shares owned by SVB Wealth Advisory

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

Historical chart of SVB Wealth 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 SVB Wealth 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 SVB Wealth Advisory

Quarter filed Position value Share count Share price at filing
2022-03-31 $214k 1.4k 155.86
2021-12-31 $220k 1.4k 160.58
2021-06-30 $203k 1.4k 147.85
2020-12-31 $176k 1.4k 128.19
2020-09-30 $154k 1.4k 112.16
2020-06-30 $149k 1.4k 108.52
2020-03-31 $38k 393 96.69
2019-12-31 $51k 393 129.77

More positions owned by SVB Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for SVB Wealth 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
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index