Dimension Capital Management Partners »

iShares S&P 500 Value Index shares owned by Dimension Capital Management Partners

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

Historical chart of Dimension Capital Management 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 Dimension Capital Management 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 Dimension Capital Management Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 6.0k 186.81
2023-12-31 $1.0M 6.0k 173.89
2023-09-30 $1.1M 6.8k 153.84
2023-06-30 $1.2M 7.6k 161.19
2023-03-31 $1.1M 6.9k 151.76
2022-12-31 $1.0M 6.9k 145.07
2022-09-30 $894k 6.9k 128.69
2022-06-30 $955k 6.9k 137.47
2022-03-31 $1.1M 6.9k 155.61
2021-12-31 $1.1M 6.9k 156.61
2021-09-30 $1.0M 6.9k 145.39
2021-06-30 $1.0M 6.9k 147.69
2021-03-31 $1.8M 13k 141.16
2020-12-31 $1.2M 9.5k 128.01
2020-09-30 $1.1M 9.5k 112.45
2020-06-30 $1.0M 9.5k 108.36
2020-03-31 $916k 9.5k 96.27
2019-12-31 $1.2M 9.5k 130.11
2019-09-30 $1.0M 8.7k 119.09
2019-06-30 $1.0M 8.7k 116.57
2019-03-31 $1.2M 10k 112.72
2018-12-31 $1.0M 10k 101.14
2018-09-30 $1.2M 10k 115.84
2018-06-30 $1.1M 10k 110.09
2018-03-31 $1.1M 10k 109.32
2017-12-31 $1.2M 10k 114.28
2017-09-30 $1.3M 12k 107.88
2017-06-30 $1.3M 12k 104.95

More positions owned by Dimension Capital Management Partners

Ishares Tr Msci Acwi Etf (ACWI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bain Cap Specialty Fin Com Stk (BCSF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
New Mountain Finance Corp (NMFC)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Dimension Capital Management Partners

Top funds holding iShares S&P 500 Value Index

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LPL Financial
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Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index