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iShares S&P 500 Value Index shares owned by Magnolia Capital Management

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

Historical chart of Magnolia Capital 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 Magnolia Capital 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 Magnolia Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 7.6k 197.22
2024-06-30 $1.3M 7.3k 182.05
2024-03-31 $1.4M 7.4k 186.83
2023-12-31 $1.4M 8.3k 173.92

More positions owned by Magnolia Capital Management

SPDR S&P 500 ETF Tr Uiu (SPY)
Invesco Qqq Tr Unit Ser 1 Uiu (QQQ)
iShares Core S&P Mid-Cap Uiu (IJH)
SPDR Dow Jones Industrial Avrg Uiu (DIA)
Apple (AAPL)
iShares Core S & P Small Cap Uiu (IJR)
Select Sector SPDR Healthcare Uiu (XLV)
Berkshire Hathaway (BRK.B)
iShares US Industries ETF Uiu (IYJ)
Alphabet Inc Class C cs (GOOG)
Microsoft Corporation (MSFT)
Select Sector SPDR Cons Discre Uiu (XLY)
Select Sector SPDR Consumer St Uiu (XLP)
Amazon (AMZN)
Johnson & Johnson (JNJ)

View all positions for Magnolia Capital Management

Top funds holding iShares S&P 500 Value Index

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Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
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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