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iShares S&P 500 Value Index shares owned by Elm Partners Management

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

Historical chart of Elm Partners 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 Elm Partners 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 Elm Partners Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 5.2k 197.17
2024-06-30 $952k 5.2k 182.01
2024-03-31 $977k 5.2k 186.81

More positions owned by Elm Partners Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Pac (IPAC)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Value Etf (VTV)

View all positions for Elm Partners Management

Top funds holding iShares S&P 500 Value Index

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CWM
Cetera Investment Advisers
International Assets Investment Management
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View all funds holding iShares S&P 500 Value Index