Cloud Capital Management »

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

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

Historical chart of Cloud Capital Management 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 Cloud Capital Management 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 Cloud Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 221 203.62
2025-03-31 $27k 146 184.93

More positions owned by Cloud Capital Management

Dimensional Etf Trust (DFAC)
Schwab Strategic Tr sht tm us tres (SCHO)
Apple (AAPL)
Dimensional Etf Trust (DFAX)
Vanguard Malvern Fds strm infproidx (VTIP)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional International Core Equity 2 ETF (DFIC)
Alphabet Inc Class C cs (GOOG)
Dimensional Etf Trust (DCOR)
Schwab Strategic Tr intrm trm (SCHR)
Schwab Strategic Tr 0 (SCHP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard FTSE All-World ex-US ETF (VEU)
Vanguard Value ETF (VTV)

View all positions for Cloud Capital Management

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