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iShares S&P 500 Value Index shares owned by Bay Harbor Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Bay Harbor Wealth Management from 13F filings

Historical chart of Bay Harbor Wealth Management 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 Bay Harbor Wealth Management 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 Bay Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.7M 29k 197.17
2024-06-30 $5.2M 29k 182.01
2024-03-31 $5.3M 28k 186.81
2019-09-30 $31k 259 119.69
2019-06-30 $86k 739 116.37
2019-03-31 $23k 202 113.86
2018-12-31 $97k 958 101.25

More positions owned by Bay Harbor Wealth Management

Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)
Dimensional Short-duration Fixed Income Etf Exchange Traded Fund (DFSD)

View all positions for Bay Harbor Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
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