Dickmeyer Boyce Financial Management »

iShares S&P 500 Value Index shares owned by Dickmeyer Boyce Financial Management

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

Historical chart of Dickmeyer Boyce Financial Management 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 Dickmeyer Boyce Financial Management 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 Dickmeyer Boyce Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $249k 1.2k 211.21

More positions owned by Dickmeyer Boyce Financial Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mid Cap Etf (IWR)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Index Fds Value Etf (VTV)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Verizon Communications (VZ)
Wisdomtree Tr Us Largecap Divd (DLN)

View all positions for Dickmeyer Boyce Financial Management

Top funds holding iShares S&P 500 Value Index

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BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

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