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iShares S&P 500 Value Index shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory Group 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 VisionPoint Advisory Group 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.9k 49 182.00
2024-03-31 $38k 205 186.81
2023-12-31 $36k 205 173.89
2023-06-30 $152k 945 161.19

More positions owned by VisionPoint Advisory Group

Spdr Series Trust State Street Spd (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (SPLG)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Deere & Company (DE)
Spdr Gold Tr Gold Shs (GLD)

View all positions for VisionPoint Advisory Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Park Avenue Securities
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding iShares S&P 500 Value Index