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iShares S&P 500 Value Index shares owned by Atwood & Palmer

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

Historical chart of Atwood & Palmer 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 Atwood & Palmer 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 Atwood & Palmer

Quarter filed Position value Share count Share price at filing
2025-09-30 $40k 194 206.12
2025-06-30 $38k 193 195.24
2021-12-31 $42k 265 158.49
2021-09-30 $39k 265 147.17
2020-09-30 $7.0k 63 111.11

More positions owned by Atwood & Palmer

Palantir Technologies (PLTR)
Alphabet Inc Class C cs (GOOG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Janus Detroit Str Tr (JEMB)
iShares Lehman 1-3 Year Treas.Bond (SHY)
United Rentals (URI)
Janus Detroit Str Tr (JAAA)
Leidos Holdings (LDOS)
American Centy Etf Tr avantis emgmkt (AVEM)
Abbvie (ABBV)
MercadoLibre (MELI)
D.R. Horton (DHI)
Gilead Sciences (GILD)
Bondbloxx Etf Trust (BBBI)
Palmer Square Funds Trust (PSQO)

View all positions for Atwood & Palmer

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