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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

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

Quarter filed Position value Share count Share price at filing
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)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Eagle Strategies

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index