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iShares S&P 500 Value Index shares owned by Old Peak Finance

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Old Peak Finance from 13F filings

Historical chart of Old Peak Finance 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 Old Peak Finance 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 Old Peak Finance

Quarter filed Position value Share count Share price at filing
2025-12-31 $405k 1.9k 212.07

More positions owned by Old Peak Finance

Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
First Ctzns Bancshares Inc D Cl A (FCNCA)
JPMorgan Chase & Co. (JPM)

View all positions for Old Peak Finance

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