Colorado Capital Management »

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

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

Historical chart of Colorado 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 Colorado Capital Management 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 Colorado Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $421k 2.1k 197.28
2024-06-30 $388k 2.1k 181.82
2024-03-31 $399k 2.1k 186.97
2023-12-31 $371k 2.1k 173.85
2023-09-30 $328k 2.1k 153.70
2023-06-30 $343k 2.1k 160.73
2023-03-31 $324k 2.1k 151.83
2022-12-31 $308k 2.1k 144.33
2022-09-30 $274k 2.1k 128.40
2022-06-30 $306k 2.2k 137.53
2022-03-31 $346k 2.2k 155.51
2021-12-31 $335k 2.1k 156.98
2021-09-30 $310k 2.1k 145.27
2021-06-30 $315k 2.1k 147.61
2021-03-31 $311k 2.2k 140.85
2020-12-31 $282k 2.2k 127.72
2020-09-30 $247k 2.2k 112.48
2020-06-30 $235k 2.2k 107.70
2020-03-31 $215k 2.2k 96.03
2019-12-31 $290k 2.2k 129.99
2019-09-30 $265k 2.2k 118.78
2019-06-30 $260k 2.2k 116.54
2019-03-31 $251k 2.2k 112.51
2018-12-31 $225k 2.2k 100.85
2018-09-30 $276k 2.4k 115.72
2018-06-30 $263k 2.4k 110.27
2018-03-31 $244k 2.2k 109.37
2017-12-31 $254k 2.2k 113.85
2017-09-30 $240k 2.2k 107.58
2017-06-30 $230k 2.2k 104.64
2017-03-31 $229k 2.2k 104.19
2016-12-31 $216k 2.1k 101.22
2016-09-30 $299k 3.1k 95.07
2016-06-30 $292k 3.1k 92.85
2016-03-31 $282k 3.1k 89.67
2015-12-31 $278k 3.1k 88.39

More positions owned by Colorado Capital Management

Dbx Etf Tr Xtrckr Msci Us (USSG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Mktwide Val (DFUV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Mega Cap Index (MGC)
Claymore Exchange Trd Fd Tr Gugg S&p Gbl Wtr

View all positions for Colorado Capital Management

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