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iShares S&P 500 Value Index shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs 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 Creative Financial Designs 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 Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 6.3k 206.51
2025-06-30 $1.3M 6.5k 195.43
2025-03-31 $1.2M 6.2k 190.58
2024-12-31 $1.1M 6.0k 190.90
2024-09-30 $1.2M 5.9k 197.17
2024-06-30 $1.0M 5.7k 182.01
2024-03-31 $917k 4.9k 186.81
2023-12-31 $34k 196 173.89
2023-09-30 $81k 525 153.70
2023-06-30 $84k 521 161.04
2023-03-31 $79k 520 151.75
2022-12-31 $98k 676 145.01
2022-09-30 $92k 715 128.67
2022-06-30 $174k 1.3k 137.66
2022-03-31 $202k 1.3k 155.38
2021-12-31 $208k 1.3k 156.63
2021-09-30 $203k 1.4k 145.73
2021-06-30 $196k 1.3k 147.26
2021-03-31 $200k 1.4k 141.14
2020-12-31 $175k 1.4k 127.83
2020-09-30 $134k 1.2k 112.51
2020-06-30 $107k 989 108.19
2020-03-31 $20k 204 98.04
2019-12-31 $543k 4.2k 130.53
2019-09-30 $486k 4.2k 115.41
2019-06-30 $516k 4.4k 117.70
2019-03-31 $502k 4.5k 112.71
2018-12-31 $82k 811 101.11
2018-09-30 $111k 962 115.38
2018-06-30 $141k 1.3k 110.16
2018-03-31 $132k 1.2k 109.00
2017-12-31 $135k 1.2k 113.92
2017-09-30 $155k 1.4k 107.94
2017-06-30 $191k 1.8k 104.66
2017-03-31 $190k 1.8k 104.11
2016-12-31 $188k 1.9k 101.46

More positions owned by Creative Financial Designs

Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Vanguard Value Etf Etf (VTV)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

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