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iShares S&P 500 Value Index shares owned by Canopy Partners

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

Historical chart of Canopy 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 Canopy 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 Canopy Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $921k 5.3k 173.89

More positions owned by Canopy Partners

iShares Core MSCI EAFE ETF Etf (IEFA)
Spdr S&p 500 Etf Etf (SPY)
Apple Common Stock (AAPL)
Microsoft Common Stock (MSFT)
SPDR S&P Midcap 400 ETF Etf (MDY)
iShares Core MSCI Emerging ETF Etf (IEMG)
iShares Russell Mid Cap ETF Etf (IWR)
Alphabet Inc. Class A Common Stock (GOOGL)
Amazon.Com Common Stock (AMZN)
Vanguard Total Stock Market ETF Etf (VTI)
iShares Core S&P Small-Cap ETF Etf (IJR)
JPMorgan Chase Common Stock (JPM)
Meta Platforms Inc Class A Common Stock (META)
iShares Core S&P 500 ETF Etf (IVV)
UnitedHealth Group Common Stock (UNH)

View all positions for Canopy Partners

Top funds holding iShares S&P 500 Value Index

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Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index