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iShares S&P 500 Value Index shares owned by Aviance Capital Partners

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

Historical chart of Aviance Capital Partners 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 Aviance Capital Partners 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 Aviance Capital Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $204k 1.1k 186.81
2023-09-30 $242k 1.6k 153.84
2023-06-30 $254k 1.6k 161.19
2023-03-31 $203k 1.3k 151.76

More positions owned by Aviance Capital Partners

Apple (AAPL)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Lowe's Companies (LOW)
Lam Research Corporation (LRCX)
Amgen (AMGN)
Tesla Motors (TSLA)
Linde SHS (LIN)
Travelers Companies (TRV)

View all positions for Aviance Capital Partners

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View all funds holding iShares S&P 500 Value Index