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iShares S&P 500 Value Index shares owned by Interactive Financial Advisors

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

Historical chart of Interactive Financial Advisors 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 Interactive Financial Advisors 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 Interactive Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 18k 94.80
2023-09-30 $304k 2.0k 153.87
2023-06-30 $324k 2.0k 161.22
2023-03-31 $381k 2.5k 151.78
2022-12-31 $370k 2.6k 145.07
2022-09-30 $335k 2.6k 128.60
2022-06-30 $373k 2.7k 138.61
2022-03-31 $338k 2.2k 155.40
2021-12-31 $366k 2.3k 156.54
2021-09-30 $341k 2.2k 152.57
2021-06-30 $361k 2.4k 147.71
2021-03-31 $403k 2.9k 141.30
2020-12-31 $334k 2.6k 128.02
2020-09-30 $308k 2.7k 112.57
2020-06-30 $276k 2.5k 108.28
2020-03-31 $244k 2.5k 96.33
2019-12-31 $342k 2.6k 129.99
2019-09-30 $459k 3.9k 119.16
2019-06-30 $453k 3.9k 116.69
2019-03-31 $453k 4.0k 112.86
2018-12-31 $418k 4.1k 101.04
2018-09-30 $497k 4.3k 115.90
2018-06-30 $474k 4.3k 110.05
2018-03-31 $489k 4.5k 109.42
2017-12-31 $674k 5.9k 114.22
2017-09-30 $665k 6.2k 107.99
2017-06-30 $696k 6.6k 104.95
2017-03-31 $704k 6.8k 104.10
2016-12-31 $724k 7.1k 101.34
2016-09-30 $695k 7.3k 94.97
2016-06-30 $736k 7.9k 92.92
2016-03-31 $781k 8.7k 89.94
2015-12-31 $772k 8.7k 88.56
2015-09-30 $818k 9.7k 84.01
2015-06-30 $920k 10k 92.18
2015-03-31 $987k 11k 92.59
2014-12-31 $1.1M 12k 93.76
2014-09-30 $1.2M 14k 90.09
2014-06-30 $1.4M 15k 90.28
2014-03-31 $1.4M 16k 86.89
2013-12-31 $1.4M 17k 85.44
2013-09-30 $1.4M 18k 78.34
2013-06-30 $1.5M 20k 75.78
2013-03-31 $1.6M 22k 73.82
2012-12-31 $1.5M 23k 66.37
2012-09-30 $1.7M 26k 65.79
2012-06-30 $1.7M 28k 62.28
2012-03-31 $1.9M 30k 64.94
2011-09-30 $2.5B 49k 51580.00
2011-06-30 $4.3B 70k 62000.00
2011-03-31 $4.7B 74k 63310.00

More positions owned by Interactive Financial Advisors

Ishares Tr Us Aer Def Etf (ITA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Eafe Value Etf (EFV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Microsoft Corporation (MSFT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Select Sector Spdr Tr Sbi Materials (XLB)
Tesla Motors (TSLA)
Flexshares Tr Flexshares Ultra (RAVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Interactive Financial Advisors

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

View all funds holding iShares S&P 500 Value Index