Capital Management Associates »

iShares S&P 500 Value Index shares owned by Capital Management Associates

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

Historical chart of Capital Management 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 Capital Management 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 Capital Management Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $271k 1.2k 227.14

More positions owned by Capital Management Associates

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
Pimco Etf Tr 0-5 High Yield (HYS)
Vanguard Index Fds Small Cp Etf (VB)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Capital Group Core Balanced SHS (CGBL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Growth Etf (VUG)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Caterpillar (CAT)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Capital Management Associates

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