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iShares S&P 500 Value Index shares owned by Mcmorgan & Co

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

Historical chart of Mcmorgan & Co 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 Mcmorgan & Co 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 Mcmorgan & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 80k 206.51
2025-06-30 $16M 84k 195.42
2025-03-31 $16M 85k 190.58

More positions owned by Mcmorgan & Co

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
World Gold Tr Spdr Gld Minis (GLDM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Mcmorgan & Co

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