WestEnd Capital Management »

iShares S&P 500 Value Index shares owned by WestEnd Capital Management

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

Historical chart of WestEnd Capital 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 WestEnd Capital 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 WestEnd Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $93k 497 186.81

More positions owned by WestEnd Capital Management

NVIDIA Corporation (NVDA)
Facebook Inc cl a (META)
Uber Technologies (UBER)
Freeport-McMoRan Copper & Gold (FCX)
Microsoft Corporation (MSFT)
Energy Transfer Equity (ET)
Eli Lilly & Co. (LLY)
Quanta Services (PWR)
Cameco Corporation (CCJ)
Fluor Corporation (FLR)
Carnival Corporation (CCL)
Amazon (AMZN)
Super Micro Computer (SMCI)
Netflix (NFLX)
Jacobs Engineering Group (J)

View all positions for WestEnd Capital 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
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index