Eagle Strategies »

iShares S&P 500 Value Index shares owned by Eagle Strategies

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

Historical chart of Eagle Strategies 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 Eagle Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Eagle Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $622k 3.2k 197.17
2024-03-31 $2.2M 12k 186.81
2023-12-31 $529k 3.0k 173.89
2023-09-30 $468k 3.0k 153.84
2023-06-30 $490k 3.0k 161.19
2023-03-31 $414k 2.7k 151.76

More positions owned by Eagle Strategies

Spdr Ser Tr Portfolio S&p500 (SPLG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Div Grwth (DGRO)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Global X Fds Global X Uranium (URA)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Eagle Strategies

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index