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iShares S&P 500 Value Index shares owned by Ironwood Wealth Management

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

Historical chart of Ironwood Wealth Management 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 Ironwood Wealth Management 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 Ironwood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 103k 186.81
2023-12-31 $18M 103k 173.89
2023-09-30 $16M 105k 153.84
2023-06-30 $17M 105k 161.19
2023-03-31 $16M 104k 151.76
2022-12-31 $15M 104k 145.07
2022-09-30 $13M 103k 128.52
2022-06-30 $14M 101k 137.46
2022-03-31 $16M 100k 157.85
2021-12-31 $15M 96k 156.63
2021-09-30 $13M 90k 145.42
2021-06-30 $13M 85k 147.64
2021-03-31 $9.9M 70k 141.24
2020-12-31 $7.6M 59k 128.03
2020-09-30 $6.6M 58k 112.46
2020-06-30 $4.0M 37k 108.22
2020-03-31 $327k 3.4k 96.20
2019-12-31 $2.3M 18k 130.07
2019-09-30 $2.1M 18k 119.13
2019-06-30 $2.1M 18k 116.56
2019-03-31 $2.0M 18k 112.73
2018-12-31 $1.8M 18k 101.16
2018-09-30 $2.0M 18k 115.82
2018-06-30 $1.9M 17k 110.14
2018-03-31 $2.0M 18k 109.32
2017-12-31 $2.1M 18k 114.26
2017-09-30 $2.0M 19k 107.91
2017-06-30 $2.0M 19k 104.98
2017-03-31 $2.0M 19k 104.03
2016-12-31 $2.0M 20k 101.36
2016-09-30 $1.9M 20k 94.98
2016-06-30 $2.2M 24k 92.88
2016-03-31 $2.5M 27k 89.93
2015-09-30 $2.3M 28k 84.02
2015-06-30 $2.7M 29k 90.91
2015-03-31 $3.0M 33k 90.91
2014-12-31 $3.1M 33k 93.62

More positions owned by Ironwood Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Msci Equal Weite (EUSA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Ironwood Wealth Management

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