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iShares S&P 500 Value Index shares owned by Aspire Private Capital

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

Historical chart of Aspire Private Capital 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 Aspire Private Capital 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 Aspire Private Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $702k 3.6k 197.17
2024-06-30 $527k 2.9k 182.04
2024-03-31 $515k 2.8k 186.82
2019-03-31 $13k 115 113.04
2018-12-31 $93k 921 100.98

More positions owned by Aspire Private Capital

Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Aspire Private Capital

Top funds holding iShares S&P 500 Value Index

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Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index