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iShares S&P 500 Value Index shares owned by Select Asset Management & Trust

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

Historical chart of Select Asset Management & Trust 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 Select Asset Management & Trust 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 Select Asset Management & Trust

Quarter filed Position value Share count Share price at filing
2023-09-30 $349k 2.3k 154.02
2023-06-30 $418k 2.6k 161.33
2023-03-31 $365k 2.4k 151.77

More positions owned by Select Asset Management & Trust

S&P 500 Spiders Etf (SPY)
Dow Diamonds - SPDR Dow Jones Etf (DIA)
MSCI EAFE Index Etf (EFA)
iShares SC S&P 600 Etf (IJR)
McDonald's Corporation (MCD)
Vanguard Dividend Appreciation Etf (VIG)
Vanguard Growth Vipers Etf (VUG)
Vanguard Mega Cap Value Etf (MGV)
Emcor (EME)
Vanguard Consumer Staple Etf (VDC)
Carlisle Companies (CSL)
Hca Holdings (HCA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Utz Brands (UTZ)

View all positions for Select Asset Management & Trust

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Stifel Financial
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CWM
Us Bancorp
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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