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iShares S&P 500 Value Index shares owned by Xulu

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

Historical chart of Xulu 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 Xulu 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 Xulu

Quarter filed Position value Share count Share price at filing
2015-09-30 $27M 320k 84.03
2015-06-30 $29M 314k 92.85
2015-03-31 $26M 281k 92.22
2014-12-31 $19M 204k 93.76

More positions owned by Xulu

Ishares Tr cmn (STIP)
Ishares Inc core msci emkt (IEMG)
iShares Lehman Aggregate Bond (AGG)
iShares S&P 500 Index (IVV)
Vanguard Intl Equity Index F glb ex us etf (VNQI)
Sch Fnd Intl Lg Etf (FNDF)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Vanguard Emerging Markets ETF (VWO)
iShares S&P 500 Value Index (IVE)
iShares MSCI EAFE Value Index (EFV)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Vanguard REIT ETF (VNQ)
Schwab Strategic Tr cmn (SCHV)
Schwab Emerging Markets Equity ETF (SCHE)

View all positions for Xulu

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