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iShares S&P 500 Value Index shares owned by DDFG

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

Historical chart of DDFG 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 DDFG 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 DDFG

Quarter filed Position value Share count Share price at filing
2023-09-30 $19B 126k 153840.41
2023-06-30 $21B 128k 161189.39
2023-03-31 $20B 129k 151759.77
2022-12-31 $19B 130k 145069.70

More positions owned by DDFG

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for DDFG

Top funds holding iShares S&P 500 Value Index

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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