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iShares S&P 500 Value Index shares owned by Family Firm

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

Historical chart of Family Firm 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 Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 10k 186.81
2023-12-31 $1.8M 11k 173.89
2023-09-30 $1.6M 10k 153.84
2023-06-30 $1.7M 10k 161.19
2023-03-31 $1.6M 10k 151.76
2022-12-31 $1.5M 10k 145.07
2022-09-30 $1.3M 10k 128.55
2022-06-30 $1.6M 10k 156.65
2022-03-31 $1.6M 10k 156.65
2021-12-31 $1.6M 10k 156.65
2021-09-30 $1.5M 10k 152.98
2021-06-30 $1.5M 10k 147.65
2021-03-31 $1.4M 9.9k 141.23
2020-12-31 $1.3M 9.9k 131.02
2020-09-30 $1.1M 9.8k 112.41
2020-06-30 $1.1M 9.8k 108.19
2020-03-31 $928k 9.6k 96.25
2019-12-31 $1.4M 11k 130.08
2019-09-30 $1.3M 11k 119.16
2019-06-30 $1.3M 11k 116.56
2019-03-31 $1.2M 11k 112.76
2018-12-31 $1.1M 11k 101.14
2018-09-30 $1.2M 11k 115.84
2018-06-30 $1.2M 11k 110.13
2018-03-31 $1.0M 9.3k 109.39
2017-12-31 $1.1M 9.3k 114.26
2017-09-30 $995k 9.2k 107.86
2017-06-30 $925k 8.8k 105.01
2017-03-31 $960k 9.2k 104.08
2016-12-31 $1.0M 10k 101.33
2016-09-30 $966k 10k 94.91
2016-06-30 $968k 10k 92.92
2016-03-31 $933k 10k 89.96
2015-12-31 $909k 10k 88.50
2015-09-30 $859k 10k 84.04
2015-06-30 $959k 10k 92.24
2015-03-31 $958k 10k 92.54
2014-12-31 $966k 10k 93.73

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Ishares Tips Bond Etf Etf (TIP)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Ishares International Treasury Bond Etf Etf (IGOV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

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
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index