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

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

Historical chart of Donaldson Capital 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 Donaldson Capital 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 Donaldson Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $841k 4.1k 206.50
2025-06-30 $740k 3.8k 195.45
2025-03-31 $573k 3.0k 190.59
2012-03-31 $306k 4.7k 64.83

More positions owned by Donaldson Capital Management

Karman Hldgs Common Stock (KRMN)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Abbvie (ABBV)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Ishares Semicdtr (SOXX)
Costco Wholesale Corporation (COST)
Home Depot (HD)
Morgan Stanley Com New (MS)
Fastenal Company (FAST)
Merck & Co (MRK)
Exxon Mobil Corporation (XOM)

View all positions for Donaldson Capital Management

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index