Personal Resources Investment & Strategic Management »

iShares S&P 500 Value Index shares owned by Personal Resources Investment & Strategic Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Personal Resources Investment & Strategic Management from 13F filings

Historical chart of Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 74k 197.17
2024-06-30 $782k 4.3k 182.01
2024-03-31 $802k 4.3k 186.81
2023-12-31 $847k 4.9k 173.89
2023-09-30 $749k 4.9k 153.84
2023-06-30 $785k 4.9k 161.19
2023-03-31 $739k 4.9k 151.76
2022-12-31 $706k 4.9k 145.07
2022-09-30 $626k 4.9k 128.59
2022-06-30 $669k 4.9k 137.43
2022-03-31 $758k 4.9k 155.71
2021-12-31 $762k 4.9k 156.53
2021-09-30 $708k 4.9k 145.44
2021-06-30 $1.9M 13k 147.65
2021-03-31 $688k 4.9k 141.33
2020-12-31 $623k 4.9k 127.98
2020-09-30 $547k 4.9k 112.37
2020-06-30 $527k 4.9k 108.26
2020-03-31 $469k 4.9k 96.34
2019-12-31 $633k 4.9k 130.03
2019-09-30 $580k 4.9k 119.15
2019-06-30 $580k 5.0k 116.49
2019-03-31 $561k 5.0k 112.67
2018-12-31 $534k 5.3k 101.19
2018-09-30 $540k 4.9k 110.93
2018-06-30 $542k 4.9k 111.34
2018-03-31 $532k 4.9k 109.29
2017-12-31 $556k 4.9k 114.22

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Dimensional International Value Etf Etf (DFIV)
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)
Ishares S&p 500 Value Etf Etf (IVE)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Water Resources Etf Etf (PHO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Msci China A Etf Etf (CNYA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)

View all positions for Personal Resources Investment & Strategic Management

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