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iShares S&P 500 Value Index shares owned by JB Capital

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

Historical chart of JB Capital 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 JB Capital 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 JB Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $60M 304k 197.17
2024-06-30 $55M 303k 182.01
2024-03-31 $53M 281k 186.81

More positions owned by JB Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Core Msci Emkt (IEMG)
Broadcom (AVGO)
Comcast Corp Cl A (CMCSA)

View all positions for JB Capital

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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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