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iShares S&P 500 Value Index shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services 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 Burkett Financial Services 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 Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 7.3k 197.18
2024-06-30 $1.3M 7.2k 182.01
2024-03-31 $1.4M 7.3k 186.80
2023-12-31 $1.5M 8.9k 173.88

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
Calamos S&P Structured ALT ETF Equity
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
Schwab International Equity ETF Equity (SCHF)
Vanguard High Dividend Yield ETF Equity (VYM)

View all positions for Burkett Financial Services

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