Horizon Family Wealth »

iShares S&P 500 Value Index shares owned by Horizon Family Wealth

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

Historical chart of Horizon Family Wealth 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 Horizon Family Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $261k 1.5k 173.90

More positions owned by Horizon Family Wealth

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Mbs Etf (MBB)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Janus Detroit Str Tr Hendersn Cap Etf (JSML)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr MRGSTR MD CP GRW (IMCG)

View all positions for Horizon Family Wealth

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
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index