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

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

Historical chart of Conservest 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 Conservest 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 Conservest Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $389k 2.1k 186.81
2023-12-31 $362k 2.1k 173.89
2023-09-30 $320k 2.1k 153.84
2023-06-30 $335k 2.1k 161.19
2023-03-31 $316k 2.1k 151.76

More positions owned by Conservest Capital Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)

View all positions for Conservest Capital Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index