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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
2024-03-31 $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 Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr S&p 100 Etf (OEF)
Equifax (EFX)
Byline Ban (BY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Us Bancorp Del Com New (USB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr National Mun Etf (MUB)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)

View all positions for Detalus Advisors

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