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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
2024-09-30 $289k 1.5k 197.17

More positions owned by Aufman Associates

Vanguard Small-Cap Index ETF Etf (VB)
Vanguard 500 Index ETF Etf (VOO)
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)
Minerals Technologies Stock (MTX)
Berkshire Hathaway Cl B Stock (BRK.B)
Vanguard FTSE All-World ex US Index ETF Etf (VEU)
Crown Castle Reit (CCI)
Apple Stock (AAPL)
Alphabet Cl C Stock (GOOG)
Kraft Heinz Stock (KHC)
Microsoft Stock (MSFT)
Revvity Stock (RVTY)

View all positions for Aufman Associates

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CWM
Cetera Investment Advisers
International Assets Investment Management
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