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iShares S&P 500 Value Index shares owned by Custom Index Systems

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

Historical chart of Custom Index Systems 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 Custom Index Systems 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 Custom Index Systems

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 16k 173.89

More positions owned by Custom Index Systems

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr Rus 2000 Grw Etf (IWO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)

View all positions for Custom Index Systems

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index