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iShares S&P 500 Value Index shares owned by High Falls Advisors

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

Historical chart of High Falls 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 High Falls 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 High Falls Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 72k 186.81
2023-06-30 $205k 1.3k 161.15
2022-12-31 $219k 1.5k 145.09

More positions owned by High Falls Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for High Falls Advisors

Top funds holding iShares S&P 500 Value Index

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Us Bancorp
CWM
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Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index