Christopher J. Hasenberg »

iShares S&P 500 Value Index shares owned by Christopher J. Hasenberg

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Christopher J. Hasenberg from 13F filings

Historical chart of Christopher J. Hasenberg investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by Christopher J. Hasenberg 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 Christopher J. Hasenberg

Quarter filed Position value Share count Share price at filing
2025-06-30 $132k 674 195.42
2025-03-31 $353k 1.9k 190.33
2024-12-31 $354k 1.9k 190.88
2024-09-30 $4.8M 25k 195.54
2024-06-30 $3.9M 21k 182.01
2024-03-31 $3.7M 20k 186.81

More positions owned by Christopher J. Hasenberg

Schwab International Equity Etf Etf (SCHF)
Vanguard Growth Etf Etf (VUG)
Vanguard Mid-cap Etf Etf (VO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Value Etf Etf (VTV)
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Invesco Qqq Trust Series I Etf (QQQ)
Schwab U.s. Reit Etf Etf (SCHH)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Spdr S&p Kensho New Economies Composite Etf Etf (KOMP)
Spdr Gold Shares Etf (GLD)

View all positions for Christopher J. Hasenberg

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index