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
2025-09-30 $441k 2.1k 206.65
2025-06-30 $417k 2.1k 195.41
2025-03-31 $453k 2.4k 190.66
2024-12-31 $407k 2.1k 190.72
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 Intl Core Eqt Mk (DFAI)
Vanguard World Mega Cap Index (MGC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Dimensional Etf Trust Us Mktwide Val (DFUV)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Colorado Capital Management

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