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iShares S&P 500 Value Index shares owned by Hamrick Investment Counsel

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

Historical chart of Hamrick Investment Counsel 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 Hamrick Investment Counsel 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 Hamrick Investment Counsel

Quarter filed Position value Share count Share price at filing
2026-03-31 $73k 347 211.15

More positions owned by Hamrick Investment Counsel

Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Spdr Series Trust Bloomberg Emergi (EBND)
Vanguard Specialized Funds Div App Etf (VIG)
Starbucks Corporation (SBUX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Meta Platforms Cl A (META)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Alps Etf Tr Oshares Us Smlcp (OUSM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Amgen (AMGN)

View all positions for Hamrick Investment Counsel

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index