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iShares S&P 500 Value Index shares owned by Detalus Advisors

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

Historical chart of Detalus Advisors 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 Detalus Advisors 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 Detalus Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 52k 197.17
2024-06-30 $9.9M 54k 182.01
2024-03-31 $11M 58k 186.81
2023-12-31 $7.9M 46k 173.89
2023-09-30 $5.9M 39k 153.84

More positions owned by Detalus Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Equifax (EFX)
Ishares Msci Emrg Chn (EMXC)
Byline Ban (BY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Us Bancorp Del Com New (USB)

View all positions for Detalus Advisors

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