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iShares S&P 500 Value Index shares owned by Commonwealth Financial Services

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

Historical chart of Commonwealth Financial Services 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 Commonwealth Financial Services 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 Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.7M 21k 173.89
2023-09-30 $305k 2.0k 153.85
2017-03-31 $25k 242 103.31
2016-12-31 $88k 868 101.38
2016-06-30 $138k 1.5k 92.62

More positions owned by Commonwealth Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Russell 2000 Etf (IWM)
Ea Series Trust Us Quan Momentum (QMOM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Ibonds 25 Trm Hg (IBHE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Ibonds 2026 Term (IBHF)
Ishares Tr Msci Eafe Etf (EFA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)

View all positions for Commonwealth Financial Services

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index