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iShares S&P 500 Value Index shares owned by Horizon Family Wealth

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

Historical chart of Horizon Family Wealth 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 Horizon Family Wealth 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 Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $291k 1.5k 190.93
2024-09-30 $301k 1.5k 197.16
2024-06-30 $276k 1.5k 182.02
2024-03-31 $282k 1.5k 186.81
2023-12-31 $261k 1.5k 173.90

More positions owned by Horizon Family Wealth

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Intl Eqty Factor (INTF)
Goldman Sachs Etf Tr Small Cap Equity (GSC)
Putnam Etf Trust Focused Lar Cap (PVAL)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Invesco Exch Traded Fd Tr Ii S&p 500 High Div (DIVG)
2023 Etf Series Trust Brandes Internat (BINV)

View all positions for Horizon Family Wealth

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index