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iShares S&P 500 Value Index shares owned by Mendel Money Management

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

Historical chart of Mendel Money Management 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 Mendel Money Management 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 Mendel Money Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $357k 2.1k 173.89
2023-09-30 $332k 2.2k 153.84
2023-06-30 $364k 2.3k 161.19
2023-03-31 $342k 2.3k 151.76
2022-12-31 $327k 2.3k 145.07

More positions owned by Mendel Money Management

Microsoft Corporation Put Option (MSFT)
Amazon Put Option (AMZN)
Thermo Fisher Scientific Put Option (TMO)
Visa Com Cl A Put Option (V)
International Business Machines Put Option (IBM)
Alphabet Cap Stk Cl C Put Option (GOOG)
Danaher Corporation Put Option (DHR)
Ansys Put Option (ANSS)
Lowe's Companies Put Option (LOW)
Ametek Put Option (AME)
Pepsi Put Option (PEP)
Honeywell International Put Option (HON)
Nxp Semiconductors N V Put Option (NXPI)
Palo Alto Networks Put Option (PANW)
Linde SHS Put Option (LIN)

View all positions for Mendel Money Management

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