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iShares S&P 500 Value Index shares owned by Integrated Investment Consultants

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

Historical chart of Integrated Investment Consultants 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 Integrated Investment Consultants 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 Integrated Investment Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $908k 4.9k 186.80
2023-12-31 $916k 5.3k 173.89
2023-09-30 $865k 5.6k 153.83
2023-06-30 $909k 5.6k 161.18
2023-03-31 $800k 5.3k 151.76
2022-12-31 $908k 6.3k 145.07
2022-09-30 $724k 5.6k 128.53
2022-06-30 $731k 5.3k 137.46
2022-03-31 $675k 4.3k 155.75
2021-12-31 $916k 5.9k 156.58
2021-09-30 $848k 5.8k 145.48
2021-06-30 $868k 5.9k 147.72
2021-03-31 $837k 5.9k 141.19
2020-12-31 $830k 6.5k 128.03
2020-09-30 $728k 6.5k 112.43
2020-06-30 $699k 6.5k 108.22
2020-03-31 $619k 6.4k 96.31
2019-12-31 $836k 6.4k 130.08
2019-09-30 $763k 6.4k 119.20
2019-06-30 $746k 6.4k 116.54
2019-03-31 $720k 6.4k 112.69
2018-12-31 $675k 6.7k 101.26
2018-09-30 $594k 5.1k 115.86
2018-06-30 $565k 5.1k 110.20
2018-03-31 $572k 5.2k 109.29
2017-09-30 $573k 5.3k 107.87
2017-06-30 $574k 5.5k 105.05
2017-03-31 $569k 5.5k 103.96
2016-12-31 $555k 5.5k 101.41
2016-09-30 $512k 5.5k 93.55
2016-06-30 $465k 5.0k 92.89
2016-03-31 $572k 6.4k 89.01
2015-12-31 $528k 6.4k 82.17

More positions owned by Integrated Investment Consultants

Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)
Ishares Intermediate Government/credit Bond Etf Etf (GVI)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Vanguard Value Etf Etf (VTV)

View all positions for Integrated Investment Consultants

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index