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iShares S&P 500 Value Index shares owned by Arlington Trust

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

Historical chart of Arlington Trust 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 Arlington Trust 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 Arlington Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.9M 53k 186.81
2023-12-31 $8.6M 49k 173.89
2023-09-30 $1.4M 9.4k 153.84

More positions owned by Arlington Trust

Vanguard High Dividend Yield ETF (VYM)
Vanguard Europe Pacific ETF (VEA)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Int High Dvd Yld In exchange traded funds (VYMI)
Microsoft Corporation (MSFT)
Schwab Strategic Tr us lrg cap etf (SCHX)
Vanguard Total Stock Market ETF (VTI)
Apple (AAPL)
Berkshire Hathaway (BRK.B)
iShares S&P 500 Value Index (IVE)
Proshares Tr russ 2000 divd (SMDV)
Spdr S&p 500 Etf (SPY)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)

View all positions for Arlington Trust

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
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index