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iShares S&P 500 Value Index shares owned by Edmonds Duncan Registered Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Edmonds Duncan Registered Investment Advisors from 13F filings

Historical chart of Edmonds Duncan Registered Investment Advisors 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 Edmonds Duncan Registered Investment Advisors 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 Edmonds Duncan Registered Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2M 23k 186.81
2023-12-31 $4.0M 23k 173.89
2023-09-30 $2.7M 18k 153.84
2023-06-30 $2.8M 17k 161.19
2023-03-31 $2.6M 17k 151.76
2022-12-31 $2.5M 17k 145.07
2022-09-30 $2.1M 16k 128.55
2022-06-30 $2.0M 14k 137.49
2022-03-31 $2.4M 15k 155.71
2021-12-31 $2.3M 15k 155.23
2021-09-30 $2.1M 15k 145.43
2021-06-30 $2.1M 14k 147.67
2021-03-31 $2.0M 14k 141.25
2020-12-31 $1.9M 14k 133.91
2020-09-30 $1.6M 14k 112.42
2020-06-30 $1.5M 14k 108.18
2020-03-31 $1.4M 15k 96.25
2019-12-31 $12M 93k 130.09
2019-09-30 $13M 106k 119.14
2019-06-30 $13M 109k 117.45
2019-03-31 $12M 108k 112.74
2018-12-31 $11M 105k 101.14
2018-09-30 $12M 103k 115.84
2018-06-30 $11M 101k 110.13
2018-03-31 $11M 99k 109.34
2017-12-31 $11M 95k 114.24
2017-09-30 $10M 93k 109.24
2017-06-30 $9.3M 89k 104.96
2017-03-31 $9.0M 86k 104.57
2016-12-31 $8.2M 81k 101.38
2016-09-30 $7.3M 78k 93.31
2016-06-30 $7.5M 79k 95.91
2016-03-31 $6.6M 74k 89.93
2015-12-31 $6.4M 72k 88.53

More positions owned by Edmonds Duncan Registered Investment Advisors

Vaneck Ig Floating Rate Etf Etf (FLTR)
Vanguard Dividend Appreciation Etf Etf (VIG)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Fidelity Total Bond Etf Etf (FBND)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard Mid-cap Growth Etf Etf (VOT)
Dimensional International Small Cap Etf Etf (DFIS)
Vanguard Small-cap Growth Etf Etf (VBK)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV)
Tortoise North American Pipeline Fund Etf (TPYP)

View all positions for Edmonds Duncan Registered Investment Advisors

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
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index