Vantage Financial Partners »

iShares S&P 500 Value Index shares owned by Vantage Financial Partners

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

Historical chart of Vantage Financial Partners 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 Vantage Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Vantage Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $237k 1.3k 182.01
2024-03-31 $243k 1.3k 186.81
2023-06-30 $210k 1.3k 161.19
2022-03-31 $202k 1.3k 155.72
2021-12-31 $204k 1.3k 156.92

More positions owned by Vantage Financial Partners

Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Equities (SPY)
Dimensional Etf Trust Intl Core Eqt Mk Equities (DFAI)
Fidelity Total Bond Etf Equities (FBND)
Ishares Core S&p Total Us Stock Market Etf Equities (ITOT)
Capital Group Growth Etf Shares Creation Unit Equities (CGGR)
Ishares Core S&p Small-cap E Equities (IJR)
Invesco Qqq Tr Unit Ser 1 Equities (QQQ)
Wisdomtree Tr Us Quality Divid Growth Equities (DGRW)
American Centy Etf Tr Avantis Emgmkt Equities (AVEM)
Capital Group Core Equity Etf Shs Creation Uni Equities (CGUS)
J P Morgan Exchange Traded Fd Intrnl Res Eqt Equities (JIRE)
Pimco Etf Tr Active Bd Etf Equities (BOND)
Ishares Tr Cre U S Reit Etf Equities (USRT)
American Centy Etf Tr Avantis Us Small Cap Value Equities (AVUV)
Ishares Msci Eafe Etf Equities (EFA)

View all positions for Vantage Financial Partners

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