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iShares S&P 500 Value Index shares owned by Yanni & Associates Investment Advisors

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

Historical chart of Yanni & Associates Investment 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 Yanni & Associates Investment 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 Yanni & Associates Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.4M 26k 211.15

More positions owned by Yanni & Associates Investment Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Us L (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Yanni & Associates Investment Advisors

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