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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
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)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Servisfirst Bancshares (SFBS)
Home Depot (HD)
Amazon (AMZN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Southern Company (SO)
Adobe Systems Incorporated (ADBE)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Mitchell Mcleod Pugh & Williams

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
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