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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

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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

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