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iShares S&P 500 Value Index shares owned by Westover Capital Advisors

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

Historical chart of Westover Capital 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 Westover Capital 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 Westover Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 1.1k 206.51
2025-06-30 $222k 1.1k 195.42
2025-03-31 $216k 1.1k 190.58

More positions owned by Westover Capital Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Netflix (NFLX)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Celestica (CLS)

View all positions for Westover Capital Advisors

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