Fiduciary »

iShares S&P 500 Value Index shares owned by Fiduciary

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

Historical chart of Fiduciary 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 Fiduciary consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $218k 1.2k 182.02
2024-03-31 $223k 1.2k 186.82
2023-12-31 $208k 1.2k 173.90

More positions owned by Fiduciary

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Moody's Corporation (MCO)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Palo Alto Networks (PANW)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Union Pacific Corporation (UNP)

View all positions for Fiduciary

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