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iShares S&P 500 Value Index shares owned by Beese Fulmer Investment Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beese Fulmer Investment Management from 13F filings

Historical chart of Beese Fulmer Investment 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 Beese Fulmer Investment 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 Beese Fulmer Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 65k 206.51
2025-06-30 $13M 64k 195.42
2020-06-30 $40k 371 107.82

More positions owned by Beese Fulmer Investment Management

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Amazon Stock (AMZN)
Mastercard Incorporated Cl A Stock (MA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Oreilly Automotive Stock (ORLY)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Rtx Corporation Stock (RTX)
Costco Wholesale Corporation Stock (COST)
Meta Platforms Inc Cl A Stock (META)
Johnson & Johnson Stock (JNJ)
Tjx Cos Stock (TJX)

View all positions for Beese Fulmer Investment Management

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