IFG Advisory »

iShares S&P 500 Value Index shares owned by IFG Advisory

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

Historical chart of IFG Advisory 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 IFG Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by IFG Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 10k 186.81
2022-09-30 $345k 2.7k 128.54
2018-12-31 $6.3M 54k 116.22

More positions owned by IFG Advisory

Vanguard S&p MF Closed and MF Open (VOO)
Vanguard Total MF Closed and MF Open (VTI)
Invesco Qqq MF Closed and MF Open (QQQ)
Proshares Trust MF Closed and MF Open (NOBL)
First Trust MF Closed and MF Open (FTCS)
Dimensional Us MF Closed and MF Open (DFAC)
First Trust MF Closed and MF Open (FVD)
Apple Common Stock (AAPL)
Invesco Russell MF Closed and MF Open (OMFL)
Vanguard High MF Closed and MF Open (VYM)
Spdr Portfolio MF Closed and MF Open (SPLG)
Nvidia Corp Common Stock (NVDA)
Spdr Bloomberg MF Closed and MF Open (BIL)
Microsoft Corp Common Stock (MSFT)
Dimensional World MF Closed and MF Open (DFAX)

View all positions for IFG Advisory

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
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index