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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

May 2024Jul 2024Sep 2024Nov 2024Jan 2025260k270k280k290k140015001600
Value ($)Share countHistorical IVE position of Fundamentun Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P 500 Value Index held by Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $258k 1.3k 190.93
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)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Cetera Investment Advisers
Raymond James Financial
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index