Moisand Fitzgerald Tamayo »

iShares S&P 500 Value Index shares owned by Moisand Fitzgerald Tamayo

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

Historical chart of Moisand Fitzgerald Tamayo investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 8.3k 197.16
2024-06-30 $1.5M 8.3k 182.01
2024-03-31 $1.6M 8.6k 186.81
2023-12-31 $1.6M 8.9k 173.89
2023-09-30 $1.4M 9.0k 153.84
2023-06-30 $1.6M 9.7k 161.19
2023-03-31 $1.7M 11k 151.76
2022-12-31 $1.6M 11k 145.07
2022-09-30 $1.4M 11k 128.54
2022-06-30 $1.5M 11k 137.48
2022-03-31 $1.7M 11k 155.76
2021-12-31 $1.9M 12k 156.64
2021-09-30 $1.8M 12k 145.46
2021-06-30 $1.8M 12k 147.67
2021-03-31 $1.8M 13k 141.23
2020-12-31 $1.6M 13k 128.03
2020-09-30 $1.4M 13k 112.47
2020-06-30 $1.4M 13k 108.20
2020-03-31 $1.3M 13k 96.28
2019-12-31 $2.0M 16k 130.11
2019-09-30 $1.9M 16k 119.12
2019-06-30 $1.8M 16k 116.59
2019-03-31 $1.9M 17k 112.72
2018-12-31 $1.7M 17k 101.15
2018-09-30 $1.9M 17k 115.82
2018-06-30 $1.8M 17k 110.14
2018-03-31 $1.8M 17k 109.35
2017-12-31 $2.0M 17k 114.25
2017-09-30 $1.9M 18k 107.92
2017-06-30 $1.8M 18k 104.93
2017-03-31 $1.8M 17k 104.03
2016-12-31 $1.8M 18k 101.37
2016-09-30 $1.8M 19k 94.97
2016-06-30 $1.7M 19k 92.89
2016-03-31 $1.7M 19k 89.94
2015-12-31 $1.6M 19k 88.54

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Moisand Fitzgerald Tamayo

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