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iShares S&P 500 Value Index shares owned by Aufman Associates

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

Historical chart of Aufman Associates 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 Aufman Associates 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 Aufman Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $303k 1.5k 206.51
2025-06-30 $287k 1.5k 195.42
2025-03-31 $279k 1.5k 190.58
2024-12-31 $280k 1.5k 190.88
2024-09-30 $289k 1.5k 197.17

More positions owned by Aufman Associates

Vanguard 500 Index ETF Etf (VOO)
Vanguard Small-Cap Index ETF Etf (VB)
Vanguard Developed Markets Index ETF Etf (VEA)
Seagate Technology Holdings Stock (STX)
Vanguard Mid-Cap Growth Index ETF Etf (VOT)
iShares Core S&P 500 Index ETF Etf (IVV)
Vanguard FTSE All-World ex US Index ETF Etf (VEU)
Berkshire Hathaway Cl B Stock (BRK.B)
Schwab Fundamental US Large Company Index ETF Etf (FNDX)
Minerals Technologies Stock (MTX)
Apple Stock (AAPL)
Alphabet Cl C Stock (GOOG)
Microsoft Stock (MSFT)
Crown Castle Reit (CCI)
Vanguard Total Int'l Stock Index ETF Etf (VXUS)

View all positions for Aufman Associates

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