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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
2024-03-31 $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)
iShares Core S & P Small Cap Uiu (IJR)
Apple (AAPL)
Select Sector SPDR Healthcare Uiu (XLV)
Berkshire Hathaway (BRK.B)
iShares US Industries ETF Uiu (IYJ)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Select Sector SPDR Cons Discre Uiu (XLY)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Cisco Systems (CSCO)

View all positions for Magnolia Capital Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index