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iShares S&P 500 Value Index shares owned by XP Advisory US

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

Historical chart of XP Advisory US 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 XP Advisory US 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 XP Advisory US

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5k 11 227.09

More positions owned by XP Advisory US

SPDR S&P 500 ETF Trust SHS (SPY)
Invesco QQQ TR Unit Ser 1 SHS (QQQ)
Vanguard Total Intl Stock Index FD ETF SHS (VXUS)
Etfis Ser TR I Reaves Utils ETF SHS (UTES)
Vanguard Instl Index FD 0-3 Mo Treas Bill ETF / / B/E DTD / / Mat SHS (VBIL)
Invesco Exchange-Traded FD TR II KBW BK ETF SHS (KBWB)
Alphabet Inc Class C cs (GOOG)
SPDR Ser TR Bloomberg Barclays Short Term High Yield BD ETF SHS (SJNK)
iShares TR MSCI Acwi ETF SHS (ACWI)
2023 ETF Ser TR Eagle Cap Select Equity ETF SHS (EAGL)
PIMCO ETF TR Short Term Mun BD Active ETF SHS (SMMU)
Vanguard FTSE Europe ETF SHS (VGK)
iShares MSCI Emerging Market SHS (EEM)
Vanguard Index SHS (VTV)
Technology Select Sect SPDR SHS (XLK)

View all positions for XP Advisory US

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index