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iShares S&P 500 Value Index shares owned by Garde Capital

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

Historical chart of Garde Capital 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 Garde Capital 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 Garde Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 19k 173.87
2023-09-30 $2.8M 18k 153.84
2023-06-30 $2.3M 14k 161.19
2014-09-30 $856k 9.5k 90.11

More positions owned by Garde Capital

Vanguard US Value Index ETF Equities (VTV)
Vanguard US Growth Index ETF Equities (VUG)
Vanguard Large-Cap ETF Equities (VV)
Vanguard Total Stock Market ETF Equities (VTI)
Vanguard FTSE Europe Index ETF Equities (VGK)
Vanguard US Small Cap Index ETF Equities (VB)
Vanguard FTSE Pacific Index ETF Equities (VPL)
Microsoft Corporation Equities (MSFT)
Vanguard 500 ETF Equities (VOO)
Vanguard US Real Estate Index ETF Real Estate (VNQ)
Vanguard FTSE Emerging Markets Index ETF Equities (VWO)
Vanguard FTSE Developed Markets ETF Equities (VEA)
Apple Equities (AAPL)
Schwab US Large-Cap Growth ETF Equities (SCHG)
iShares Core S&P U.S. Value ETF Equities (IUSV)

View all positions for Garde Capital

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index