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iShares S&P 500 Value Index shares owned by Global Financial Private Client

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

Historical chart of Global Financial Private Client 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 Global Financial Private Client 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 Global Financial Private Client

Quarter filed Position value Share count Share price at filing
2024-03-31 $123k 660 185.67
2020-06-30 $26k 241 108.19
2020-03-31 $22k 241 91.94
2019-12-31 $31k 241 130.09

More positions owned by Global Financial Private Client

Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard S&p 500 Etf Etf (VOO)
Microsoft Corp Stock (MSFT)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Growth Etf Etf (VUG)
Vanguard Russell 2000 Etf Etf (VTWO)
Chevron Corp Stock (CVX)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Core S&p 500 Etf Etf (IVV)
Merck & Co Stock (MRK)
Exxon Mobil Corp Stock (XOM)

View all positions for Global Financial Private Client

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
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index