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iShares S&P 500 Value Index shares owned by American Investment Services

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

Historical chart of American Investment Services 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 American Investment Services 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 American Investment Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $368k 2.1k 173.89
2023-09-30 $346k 2.3k 153.84
2023-06-30 $400k 2.5k 161.19
2023-03-31 $394k 2.7k 145.07
2022-12-31 $394k 2.7k 145.07
2022-09-30 $349k 2.7k 128.40
2022-06-30 $377k 2.7k 137.29
2022-03-31 $420k 2.7k 155.61
2021-12-31 $423k 2.7k 156.72
2021-09-30 $461k 3.2k 145.29
2021-06-30 $468k 3.2k 147.49
2021-03-31 $449k 3.2k 141.33
2020-12-31 $406k 3.2k 127.95
2020-09-30 $366k 3.3k 112.30
2020-06-30 $353k 3.3k 108.32
2020-03-31 $295k 3.1k 96.28
2019-12-31 $717k 5.5k 130.06
2019-09-30 $657k 5.5k 119.17
2019-06-30 $643k 5.5k 116.63
2019-03-31 $646k 5.7k 112.66
2018-12-31 $587k 5.8k 101.22
2018-09-30 $672k 5.8k 115.86
2018-06-30 $639k 5.8k 110.17
2018-03-31 $684k 6.3k 109.32
2017-12-31 $852k 7.5k 114.24
2017-09-30 $894k 8.3k 107.85
2017-06-30 $1.0M 9.5k 104.92
2017-03-31 $1.0M 9.8k 104.03
2016-12-31 $1.0M 10k 101.36
2016-09-30 $934k 9.8k 94.97
2016-06-30 $914k 9.8k 92.93
2016-03-31 $957k 11k 89.94
2015-12-31 $942k 11k 88.53
2015-09-30 $697k 8.3k 84.08
2015-06-30 $764k 8.3k 92.16
2015-03-31 $869k 9.4k 92.55
2014-12-31 $890k 9.5k 93.73
2014-09-30 $910k 10k 90.10
2014-06-30 $932k 10k 90.31
2014-03-31 $977k 11k 86.93
2013-12-31 $1.0M 12k 85.44
2013-09-30 $1.0M 13k 78.31
2013-06-30 $1.1M 14k 75.79
2013-03-31 $1.2M 17k 73.80
2012-12-31 $1.2M 18k 66.41
2012-09-30 $1.3M 19k 65.81
2012-06-30 $1.3M 21k 62.27
2012-03-31 $1.4M 22k 64.93
2011-12-31 $1.3M 23k 57.81
2011-09-30 $1.1M 21k 51.59
2011-06-30 $1.3M 21k 62.00
2011-03-31 $1.4M 22k 63.32

More positions owned by American Investment Services

World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard World Mega Cap Index (MGC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Value Etf (VTV)
Verizon Communications (VZ)
Ishares Gold Tr Ishares New (IAU)

View all positions for American Investment Services

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index