Horizon Family Wealth »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Horizon Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $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)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Goldman Sachs Etf Tr Small Cap Core E (GSC)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Ishares Tr National Mun Etf (MUB)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Horizon Family Wealth

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index