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iShares S&P 500 Value Index shares owned by PHH Investments

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

Historical chart of PHH Investments 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 PHH Investments 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 PHH Investments

Quarter filed Position value Share count Share price at filing
2019-12-31 $28M 216k 130.09
2019-09-30 $26M 217k 119.14
2019-06-30 $26M 220k 116.57
2019-03-31 $25M 219k 112.74
2018-12-31 $22M 216k 101.14

More positions owned by PHH Investments

First Tr Exchng Traded Fd Vi tcw opportunis (FIXD)
iShares Lehman Aggregate Bond (AGG)
iShares Russell 1000 Growth Index (IWF)
Vanguard Russell 1000 Value Et (VONV)
iShares S&P 500 Growth Index (IVW)
iShares S&P 500 Value Index (IVE)
iShares MSCI EAFE Index Fund (EFA)
Vanguard Europe Pacific ETF (VEA)
Vanguard Short-Term Bond ETF (BSV)
Vanguard Mid-Cap Growth ETF (VOT)
Pimco Total Return Etf totl (BOND)
Vanguard Mid-Cap Value ETF (VOE)
J P Morgan Exchange Traded F div rtn em eqt (JPEM)
iShares Barclays TIPS Bond Fund (TIP)
Vanguard Intermediate-Term Bond ETF (BIV)

View all positions for PHH Investments

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index