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iShares S&P 500 Value Index shares owned by Custos Family Office

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

Historical chart of Custos Family Office 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 Custos Family Office 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 Custos Family Office

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 9.0k 173.89
2023-09-30 $291k 1.9k 153.86
2023-06-30 $331k 2.1k 161.23

More positions owned by Custos Family Office

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Div Grwth (DGRO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Jpmorgan Usd Emg (EMB)

View all positions for Custos Family Office

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
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index