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iShares S&P 500 Value Index shares owned by Asset Managment

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

Historical chart of Asset Managment 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 Asset Managment 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 Asset Managment

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.2M 53k 153.84
2023-06-30 $8.6M 53k 161.19
2023-03-31 $8.1M 53k 151.76
2022-12-31 $7.7M 53k 145.07
2022-09-30 $6.7M 52k 128.51
2022-06-30 $7.3M 53k 137.47
2022-03-31 $8.3M 53k 155.73
2021-12-31 $8.3M 53k 156.64
2021-09-30 $7.7M 53k 145.43
2021-06-30 $8.1M 55k 147.64
2021-03-31 $8.1M 57k 141.24
2020-12-31 $7.4M 58k 128.02
2020-09-30 $6.5M 57k 112.44
2020-06-30 $6.2M 57k 108.20
2020-03-31 $5.5M 57k 96.25
2019-12-31 $7.5M 58k 130.09
2019-09-30 $7.4M 62k 119.14
2019-06-30 $8.1M 70k 116.57
2019-03-31 $8.0M 71k 112.74
2018-12-31 $7.1M 71k 101.14
2018-09-30 $8.1M 70k 115.85
2018-06-30 $7.8M 71k 110.13
2018-03-31 $7.8M 71k 109.34
2017-12-31 $8.1M 71k 114.24
2017-09-30 $7.8M 72k 107.91
2017-06-30 $7.7M 73k 104.96
2017-03-31 $7.7M 74k 104.04
2016-12-31 $7.7M 76k 101.38
2016-09-30 $7.2M 76k 94.96
2016-06-30 $7.1M 77k 92.90
2016-03-31 $6.9M 77k 89.93
2015-12-31 $6.7M 76k 88.52
2015-09-30 $6.3M 75k 84.03
2015-06-30 $6.9M 75k 92.21
2015-03-31 $6.9M 75k 92.55
2014-12-31 $7.0M 74k 93.77
2014-09-30 $6.7M 74k 90.07
2014-06-30 $6.7M 74k 90.28
2014-03-31 $6.5M 74k 86.90
2013-12-31 $6.4M 75k 85.46
2013-09-30 $5.9M 75k 78.32
2013-06-30 $5.7M 76k 75.78
2011-12-31 $4.8M 82k 57.83

More positions owned by Asset Managment

Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Asset Managment

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
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index