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iShares S&P 500 Value Index shares owned by Truadvice

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

Historical chart of Truadvice 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 Truadvice 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 Truadvice

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 10k 158.10
2023-06-30 $3.9M 24k 163.34
2023-03-31 $1.7M 11k 154.39
2022-06-30 $367k 2.5k 144.60
2022-03-31 $15M 99k 147.95

More positions owned by Truadvice

Pacer Fds Tr Swan Sos Fd Of (PSFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Tesla Motors (TSLA)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN)
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR)
First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)

View all positions for Truadvice

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Cetera Investment Advisers
Raymond James Financial
Envestnet Portfolio Solutions
CWM

View all funds holding iShares S&P 500 Value Index