Mitchell Mcleod Pugh & Williams »

iShares S&P 500 Value Index shares owned by Mitchell Mcleod Pugh & Williams

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Mitchell Mcleod Pugh & Williams from 13F filings

Historical chart of Mitchell Mcleod Pugh & Williams investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by Mitchell Mcleod Pugh & Williams 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 Mitchell Mcleod Pugh & Williams

Quarter filed Position value Share count Share price at filing
2024-09-30 $330k 1.7k 197.17
2024-06-30 $404k 2.2k 182.01
2024-03-31 $323k 1.7k 186.81
2023-12-31 $303k 1.7k 173.89
2023-09-30 $288k 1.9k 153.84
2023-06-30 $302k 1.9k 161.19

More positions owned by Mitchell Mcleod Pugh & Williams

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Servisfirst Bancshares (SFBS)
Home Depot (HD)
Southern Company (SO)

View all positions for Mitchell Mcleod Pugh & Williams

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
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