Kestra Investment Management »

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

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

Historical chart of Kestra 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 Kestra 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 Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $17M 95k 182.01

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Intl Core Equity (DFIC)
Blackrock Etf Trust Ii Flexible Income (BINC)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)

View all positions for Kestra Investment Management

Top funds holding iShares S&P 500 Value Index

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Wells Fargo & Company
Goldman Sachs Group
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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