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iShares S&P 500 Value Index shares owned by Pacific Sage Partners

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

Historical chart of Pacific Sage 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 Pacific Sage 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 Pacific Sage Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $622k 3.3k 186.81
2023-12-31 $380k 2.2k 173.89
2023-09-30 $336k 2.2k 153.84
2023-06-30 $352k 2.2k 161.19

More positions owned by Pacific Sage Partners

Microsoft Corporation (MSFT)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Rus 1000 Val Etf (IWD)
Strategy Day Hagan Ned (SSUS)
Amazon (AMZN)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Sprott Physical Gold Tr Unit (PHYS)

View all positions for Pacific Sage Partners

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
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index