Fundamentun »

iShares S&P 500 Value Index shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-09-30 $264k 1.3k 197.22
2024-06-30 $294k 1.6k 182.01
2024-03-31 $291k 1.6k 186.91

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Alps Etf Tr Smith Core Plus (SMTH)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Investment Grade (IGEB)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Fundamentun

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
International Assets Investment Management
Royal Bank of Canada
BlackRock
Mariner Wealth Advisors
Huntington National Bank
M^T Bank Corporation

View all funds holding iShares S&P 500 Value Index