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iShares S&P 500 Value Index shares owned by Durante & Waters

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

Historical chart of Durante & Waters 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 Durante & Waters 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 Durante & Waters

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 102k 197.17
2024-06-30 $19M 107k 182.01
2024-03-31 $21M 112k 186.81
2023-12-31 $20M 116k 173.89

More positions owned by Durante & Waters

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr New York Mun Etf (NYF)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Intl Qualty (IQLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)

View all positions for Durante & Waters

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