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iShares S&P 500 Value Index shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group 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 Worth Financial Advisory Group 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 Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $529k 2.8k 186.81
2023-12-31 $491k 2.8k 173.89
2023-09-30 $456k 3.0k 153.84
2023-06-30 $587k 3.6k 161.19
2023-03-31 $557k 3.7k 151.76
2022-12-31 $500k 3.4k 145.07

More positions owned by Worth Financial Advisory Group

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
JPMorgan Chase & Co. (JPM)
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Worth Financial Advisory Group

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