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iShares S&P 500 Value Index shares owned by FormulaFolio Investments

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

Historical chart of FormulaFolio Investments 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 FormulaFolio Investments 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 FormulaFolio Investments

Quarter filed Position value Share count Share price at filing
2021-06-30 $30k 202 148.51
2021-03-31 $30k 202 148.51
2020-12-31 $2.2M 18k 128.05
2020-09-30 $337k 3.0k 112.33
2020-03-31 $431k 4.5k 96.14
2019-12-31 $8.6M 66k 130.09
2019-09-30 $5.4M 46k 119.13

More positions owned by FormulaFolio Investments

Northern Lights Fund Trust Iv Frmlafolios Tatl Etf Frmlafolios Tatl Etf
Dbx Etf Trust Xtrack Usd High Etf Xtrack Usd High Etf (HYLB)
Schwab Strategic Tr Us Mid-cap Etf Us Mid-cap Etf (SCHM)
Spdr Series Trust Portfolio S&p 500 Etf Portfolio S&p 500 Etf (SPLG)
Vanguard Total Bnd Mrkt Etf Total Bnd Mrkt Etf (BND)
Spdr Series Trust Prtflo S&p500 Gw Etf Prtflo S&p500 Gw Etf (SPYG)
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR)
Ishares Trust 5-10 Year Investment Grade 5-10 Year Investment Grade (IGIB)
Vanguard Shrt Trm Corp Bd Etf Shrt Trm Corp Bd Etf (VCSH)
Spdr Index Shares Funds Portfolio Devlpd Etf Portfolio Devlpd Etf (SPDW)
Spdr Index Shares Funds Portfolio Emg Mk Etf Portfolio Emg Mk Etf (SPEM)
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf Portfoli S&p 1500 Comp Stk Etf (SPTM)
Northern Lights Fund Trust Iv Frmlaflio Tact Etf Frmlaflio Tact Etf
Ishares Trust Core Msci Total Etf Core Msci Total Etf (IXUS)
Northern Lights Fund Trust Iv Formula Folios Etf Formula Folios Etf

View all positions for FormulaFolio Investments

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