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iShares S&P 500 Value Index shares owned by Great Lakes Retirement

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

Historical chart of Great Lakes Retirement 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 Great Lakes Retirement 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 Great Lakes Retirement

Quarter filed Position value Share count Share price at filing
2023-12-31 $285k 1.6k 173.89
2023-09-30 $253k 1.6k 154.68
2023-06-30 $275k 1.7k 161.19
2023-03-31 $259k 1.7k 151.76
2022-12-31 $248k 1.7k 145.07

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Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
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View all positions for Great Lakes Retirement

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