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iShares S&P 500 Value Index shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.7M 47k 186.82
2023-12-31 $6.4M 37k 173.90
2023-09-30 $4.3M 28k 153.85
2023-06-30 $9.7M 60k 161.19
2023-03-31 $4.7M 31k 151.76
2022-12-31 $6.1M 42k 145.07
2022-09-30 $2.7M 31k 87.31
2022-06-30 $2.7M 20k 137.46
2022-03-31 $4.9M 31k 155.70
2021-12-31 $3.3M 21k 156.62
2021-09-30 $3.2M 22k 145.44
2021-06-30 $3.4M 23k 147.65
2021-03-31 $3.4M 24k 141.23
2020-12-31 $3.1M 24k 128.04
2020-09-30 $2.7M 24k 112.43
2020-06-30 $2.9M 27k 108.21
2020-03-31 $3.2M 33k 96.25
2019-12-31 $6.1M 47k 130.10
2019-09-30 $3.4M 29k 119.13
2019-06-30 $3.2M 28k 116.57
2019-03-31 $4.0M 36k 112.75
2018-12-31 $3.9M 38k 101.14
2018-09-30 $3.8M 33k 115.83
2018-06-30 $3.6M 33k 110.12
2018-03-31 $3.7M 34k 109.34
2017-12-31 $4.0M 35k 114.23
2017-09-30 $3.6M 33k 107.92
2017-06-30 $3.5M 33k 104.96
2017-03-31 $3.5M 33k 104.03
2016-12-31 $3.6M 35k 101.38
2016-09-30 $2.4M 25k 94.97
2016-06-30 $2.3M 25k 92.92
2016-03-31 $2.2M 25k 89.92
2015-12-31 $1.8M 20k 88.51
2015-09-30 $1.5M 18k 84.04
2015-06-30 $1.6M 18k 92.24
2015-03-31 $1.5M 16k 92.56
2014-12-31 $3.7M 40k 93.77
2014-09-30 $3.7M 41k 90.06
2014-06-30 $3.7M 41k 90.28
2014-03-31 $543k 6.3k 86.85
2013-09-30 $700k 8.9k 78.86
2013-06-30 $1.7M 22k 75.77
2013-03-31 $678k 9.2k 73.60
2012-12-31 $1.3M 20k 66.38
2012-09-30 $1.5M 22k 66.41
2012-06-30 $1.3M 21k 62.29
2012-03-31 $2.1M 32k 65.35
2011-12-31 $203k 3.5k 57.80
2011-09-30 $3.5M 202k 17.42
2011-06-30 $5.6M 350k 16.13
2011-03-31 $5.4M 346k 15.75

More positions owned by First Heartland Consultants

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Focused Lrg Cap (FLV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)

View all positions for First Heartland Consultants

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
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index