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iShares S&P 500 Value Index shares owned by NorthLanding Financial Partners

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

Historical chart of NorthLanding Financial Partners 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 NorthLanding Financial Partners 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 NorthLanding Financial Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 10k 173.89
2023-09-30 $1.5M 9.8k 153.83
2023-06-30 $1.5M 9.6k 161.19
2023-03-31 $2.6M 17k 151.76
2022-12-31 $2.6M 18k 145.10
2022-09-30 $2.3M 18k 128.51

More positions owned by NorthLanding Financial Partners

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust Msci Info Tech I (FTEC)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Real Estate Etf (VNQ)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for NorthLanding Financial Partners

Top funds holding iShares S&P 500 Value Index

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