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iShares S&P 500 Value Index shares owned by Covenant Multifamily Offices

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

Historical chart of Covenant Multifamily Offices 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 Covenant Multifamily Offices 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 Covenant Multifamily Offices

Quarter filed Position value Share count Share price at filing
2021-09-30 $498k 3.4k 147.77
2021-06-30 $484k 3.3k 147.56
2021-03-31 $446k 3.2k 141.14
2020-09-30 $300k 2.7k 112.61
2020-06-30 $288k 2.7k 108.11
2020-03-31 $256k 2.7k 96.10
2019-12-31 $409k 3.2k 127.65
2019-09-30 $366k 3.1k 118.99
2019-03-31 $77k 679 113.40

More positions owned by Covenant Multifamily Offices

Vanguard Specialized Funds Div App Etf (VIG)
At&t (T)
Texas Instruments Incorporated (TXN)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Core S&p500 Etf (IVV)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Covenant Multifamily Offices

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