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iShares S&P 500 Value Index shares owned by Market Street Wealth Management Advisors

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Market Street Wealth Management Advisors from 13F filings

Historical chart of Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 16k 186.81
2023-12-31 $2.9M 17k 173.89
2023-09-30 $2.9M 19k 153.84
2023-06-30 $3.0M 19k 161.19
2023-03-31 $2.9M 19k 151.76
2022-12-31 $3.0M 21k 145.07
2022-09-30 $3.0M 23k 128.53
2022-06-30 $3.2M 24k 137.44
2022-03-31 $3.8M 25k 155.74
2021-12-31 $3.9M 25k 156.63
2021-09-30 $3.8M 26k 145.44
2021-06-30 $3.8M 26k 147.63
2021-03-31 $3.7M 26k 141.22
2020-12-31 $3.3M 26k 128.03
2020-09-30 $3.1M 28k 112.44
2020-06-30 $3.5M 32k 108.21
2020-03-31 $3.1M 32k 96.25
2019-12-31 $2.1M 16k 130.11
2019-09-30 $1.9M 16k 119.14
2019-06-30 $2.1M 17k 119.65
2019-03-31 $2.0M 18k 112.71
2018-12-31 $1.8M 18k 101.14

More positions owned by Market Street Wealth Management Advisors

Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Market Street Wealth Management Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index