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iShares S&P 500 Value Index shares owned by Collier Financial

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

Historical chart of Collier Financial 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 Collier Financial 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 Collier Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.9k 48 206.25
2025-03-31 $13k 68 190.07
2024-12-31 $3.9M 20k 190.88

More positions owned by Collier Financial

Spdr Portfolio MF Closed and MF Open (SPYG)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Mortgage MF Closed and MF Open (SPMB)
Spdr Portfolio MF Closed and MF Open (SPYV)
Spdr Developed MF Closed and MF Open (SPDW)
Spdr Portfolio MF Closed and MF Open (SPIB)
Spdr Portfolio MF Closed and MF Open (SPSM)
Spdr Emerging MF Closed and MF Open (SPEM)
Invesco S&p MF Closed and MF Open (SPHQ)
S&p Global Common Stock (SPGI)
Communication Services MF Closed and MF Open (XLC)
Spdr Series MF Closed and MF Open (SLYG)
Financial Select MF Closed and MF Open (XLF)
Healthcare Select MF Closed and MF Open (XLV)
Spdr Portfolio MF Closed and MF Open (SPLG)

View all positions for Collier Financial

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