Callan Family Office »

iShares S&P 500 Value Index shares owned by Callan Family Office

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

Historical chart of Callan Family Office 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 Callan Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Callan Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 77k 153.84
2023-06-30 $13M 77k 161.19
2023-03-31 $12M 77k 151.76
2022-12-31 $11M 77k 145.07

More positions owned by Callan Family Office

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Callan Family Office

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index