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
2023-12-31 $208k 1.2k 173.90

More positions owned by Fiduciary

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

View all positions for Fiduciary

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