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iShares S&P 500 Value Index shares owned by Clarfeld Financial Advisors

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

Historical chart of Clarfeld Financial Advisors 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 Clarfeld Financial Advisors 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 Clarfeld Financial Advisors

Quarter filed Position value Share count Share price at filing
2018-12-31 $3.5M 34k 101.13

More positions owned by Clarfeld Financial Advisors

iShares S&P 500 Index (IVV)
iShares Russell 2000 Index (IWM)
iShares MSCI EAFE Index Fund (EFA)
iShares MSCI Emerging Markets Indx (EEM)
Ishares Tr usa min vo (USMV)
J P Morgan Exchange Traded F ultra shrt (JPST)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares S&P 500 Value Index (IVE)
Ishares Inc core msci emkt (IEMG)
Spdr S&p 500 Etf (SPY)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P 500 Growth Index (IVW)
SPDR DJ Wilshire REIT (RWR)
Vanguard FTSE All-World ex-US ETF (VEU)

View all positions for Clarfeld Financial Advisors

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