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iShares S&P 500 Value Index shares owned by Columbus Macro

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

Historical chart of Columbus Macro 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 Columbus Macro 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 Columbus Macro

Quarter filed Position value Share count Share price at filing
2025-12-31 $204k 964 212.07
2024-12-31 $2.0M 10k 190.88
2024-09-30 $1.4M 7.2k 198.16
2023-12-31 $682k 3.9k 173.33

More positions owned by Columbus Macro

Dbx Etf Tr Xtrackers Low (HYDW)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Enbridge (ENB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Global X Fds Us Pfd Etf (PFFD)
Ishares Core Msci Emkt (IEMG)
Oneok (OKE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr 20+ Year Tr Bd (TLTW)
Antero Midstream Corp antero midstream (AM)
Kinder Morgan (KMI)
Dbx Etf Tr Xtrack Msci Eafe (HDEF)
Sixth Street Specialty Lending (TSLX)

View all positions for Columbus Macro

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index