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

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

Historical chart of Noble 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 Noble Family Wealth 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 Noble Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $934k 5.0k 186.81
2023-12-31 $870k 5.0k 173.89
2023-09-30 $769k 5.0k 153.84
2023-06-30 $806k 5.0k 161.19
2023-03-31 $759k 5.0k 151.76

More positions owned by Noble Family Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Ai Enhanced (AIVL)

View all positions for Noble 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
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index