Cosner Financial Group »

iShares S&P 500 Value Index shares owned by Cosner Financial Group

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

Historical chart of Cosner Financial Group 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 Cosner Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Cosner Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 64k 197.17
2024-03-31 $11M 61k 186.81
2023-12-31 $10M 60k 173.89
2023-09-30 $8.9M 58k 153.84
2023-06-30 $9.1M 56k 161.19

More positions owned by Cosner Financial Group

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Chevron Corporation (CVX)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)

View all positions for Cosner Financial Group

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