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iShares S&P 500 Value Index shares owned by Kanaly Trust

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

Historical chart of Kanaly Trust 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 Kanaly Trust 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 Kanaly Trust

Quarter filed Position value Share count Share price at filing
2016-12-31 $149k 1.5k 101.64
2013-06-30 $521k 6.9k 75.69

More positions owned by Kanaly Trust

Exxon Mobil Corporation (XOM)
iShares S&P 500 Index (IVV)
iShares Russell 1000 Growth Index (IWF)
EOG Resources (EOG)
iShares Dow Jones Select Dividend (DVY)
Enterprise Products Partners (EPD)
ConocoPhillips (COP)
Plains All American Pipeline (PAA)
Phillips 66 (PSX)
iShares Russell 1000 Value Index (IWD)
Chevron Corporation (CVX)
International Bancshares Corporation (IBOC)
At&t (T)
Verizon Communications (VZ)
McDonald's Corporation (MCD)

View all positions for Kanaly Trust

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index