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iShares S&P 500 Value Index shares owned by Pathstone Family Office

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

Historical chart of Pathstone Family Office 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 Pathstone Family Office 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 Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $19M 124k 153.84
2023-06-30 $232k 1.4k 161.23
2023-03-31 $211k 1.4k 151.76
2022-06-30 $313k 2.3k 137.46
2020-12-31 $12k 93 129.03
2020-09-30 $10k 93 107.53
2020-06-30 $10k 93 107.53
2019-03-31 $76k 677 112.26

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

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