First Pacific Financial »

iShares S&P 500 Value Index shares owned by First Pacific Financial

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

Historical chart of First Pacific Financial 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 Pacific Financial 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 First Pacific Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 119 186.82
2023-12-31 $30k 171 173.89

More positions owned by First Pacific Financial

Ishares Tr S&p 100 Etf (OEF)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Matthews Intl Fds Pacific Tiger Ac (ASIA)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust World Equity Etf (DFAW)
Morgan Stanley Etf Trust Calvert Us Mdcp (CVMC)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Matthews Intl Fds Emerging Markets (EMSF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Microsoft Corporation (MSFT)

View all positions for First Pacific Financial

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

View all funds holding iShares S&P 500 Value Index