Objective Capital Management »

iShares S&P 500 Value Index shares owned by Objective Capital Management

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

Historical chart of Objective Capital Management 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 Objective Capital Management 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 Objective Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 14k 173.89
2023-09-30 $2.4M 16k 153.84
2023-06-30 $2.5M 16k 161.19
2023-03-31 $2.6M 17k 151.76
2022-12-31 $2.5M 17k 145.07
2022-09-30 $2.1M 16k 128.49
2022-06-30 $2.1M 16k 137.43
2022-03-31 $2.4M 16k 155.73
2021-12-31 $2.4M 15k 156.62

More positions owned by Objective Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Objective Capital Management

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