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iShares S&P 500 Value Index shares owned by Custom Index Systems

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

Historical chart of Custom Index Systems 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 Custom Index Systems 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 Custom Index Systems

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 12k 197.17
2024-06-30 $3.2M 18k 182.01
2024-03-31 $4.4M 24k 186.81
2023-12-31 $2.8M 16k 173.89

More positions owned by Custom Index Systems

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Ishares Tr Rus 2000 Grw Etf (IWO)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Custom Index Systems

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