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iShares S&P 500 Value Index shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $271k 1.2k 227.07

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P500etf (SPYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Walkner Condon Financial Advisors

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