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iShares S&P 500 Value Index shares owned by Ken Roberts Investment Management

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

Historical chart of Ken Roberts Investment 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 Ken Roberts Investment 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 Ken Roberts Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $49k 259 190.88
2024-09-30 $51k 259 197.17
2024-06-30 $47k 259 182.01
2024-03-31 $48k 259 186.81

More positions owned by Ken Roberts Investment Management

SPDR Bloomberg 1-3 Month T-Bill Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Blackrock (BLK)
Starbucks Corporation (SBUX)
Huntington Bancshares Incorporated (HBAN)
Baker Hughes Company Cl A (BKR)
Citigroup Com New (C)
Tyson Foods Cl A (TSN)
Lamar Advertising Co A Cl A (LAMR)
Pfizer (PFE)
Air Products & Chemicals (APD)
Vanguard Long Term Corporate Bond Index ETF Lg-term Cor Bd (VCLT)
Keurig Dr Pepper (KDP)
General Mills (GIS)
Newmont Mining Corporation (NEM)

View all positions for Ken Roberts Investment Management

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