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iShares S&P 500 Value Index shares owned by Investment Partners

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

Historical chart of Investment Partners 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 Investment Partners 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 Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 24k 186.81
2023-12-31 $4.2M 24k 173.89
2023-09-30 $3.7M 24k 153.84
2023-06-30 $3.9M 24k 161.19
2023-03-31 $3.7M 25k 151.76
2022-12-31 $3.6M 25k 145.07
2022-09-30 $3.6M 28k 128.54
2022-06-30 $3.3M 24k 137.47
2022-03-31 $3.7M 24k 155.71
2021-12-31 $3.7M 24k 156.63
2021-09-30 $3.5M 24k 145.43
2021-06-30 $3.4M 23k 147.63
2021-03-31 $3.3M 23k 141.26
2020-12-31 $2.3M 18k 128.02
2020-09-30 $2.0M 18k 112.42
2020-06-30 $1.9M 18k 108.22
2020-03-31 $1.7M 17k 96.25
2019-12-31 $1.8M 14k 130.11
2019-09-30 $1.6M 14k 119.16
2019-06-30 $1.6M 14k 116.55
2019-03-31 $1.5M 14k 112.78
2018-12-31 $1.4M 14k 101.14
2018-09-30 $116k 14k 8.55
2018-06-30 $1.5M 14k 110.16
2018-03-31 $1.6M 15k 109.31
2017-12-31 $1.8M 15k 114.25
2017-09-30 $1.7M 15k 107.93
2017-06-30 $1.6M 15k 104.93
2017-03-31 $1.6M 15k 104.02
2016-12-31 $1.6M 16k 101.38
2016-09-30 $1.6M 17k 94.95
2016-06-30 $1.4M 16k 92.92
2016-03-31 $1.2M 14k 88.50
2015-12-31 $1.1M 12k 88.55
2015-09-30 $1.0M 12k 84.21
2015-06-30 $1.2M 13k 92.28
2015-03-31 $1.2M 13k 92.54
2014-12-31 $1.2M 13k 93.78

More positions owned by Investment Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)

View all positions for Investment Partners

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
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index