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iShares S&P 500 Value Index shares owned by Daymark Wealth Partners

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

Historical chart of Daymark Wealth Partners 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 Daymark Wealth Partners 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 Daymark Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $341k 2.0k 173.92
2023-09-30 $316k 2.1k 153.86
2023-06-30 $429k 2.7k 161.20
2023-03-31 $510k 3.4k 151.78
2022-12-31 $227k 1.6k 145.05

More positions owned by Daymark Wealth Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
Procter & Gamble Company (PG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amgen (AMGN)
Alphabet Cap Stk Cl A (GOOGL)
Progressive Corporation (PGR)
Johnson & Johnson (JNJ)
Us Bancorp Del Com New (USB)
Exxon Mobil Corporation (XOM)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuilders I (BBIN)

View all positions for Daymark Wealth Partners

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