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iShares S&P 500 Value Index shares owned by Fairscale Capital

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

Historical chart of Fairscale Capital 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 Fairscale Capital 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 Fairscale Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 6.9k 197.18
2024-06-30 $1.3M 6.9k 189.28

More positions owned by Fairscale Capital

Vanguard S&p 500 Etf idx (VOO)
iShares S&P NA Tech. Sec. Idx (IGM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Inc equity (VOOV)
Apple (AAPL)
Pacer Fds Tr us cash cows 100 (COWZ)
Microsoft Corporation (MSFT)
Invesco Qqq Trust Series 1 (QQQ)
Visa (V)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Schwab Strategic Tr us dividend eq (SCHD)
Thermo Fisher Scientific (TMO)
UnitedHealth (UNH)
Facebook Inc cl a (META)

View all positions for Fairscale Capital

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