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iShares S&P 500 Value Index shares owned by Pinney & Scofield

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

Historical chart of Pinney & Scofield 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 Pinney & Scofield 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 Pinney & Scofield

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 129 206.51
2025-06-30 $26k 133 195.42
2025-03-31 $26k 137 190.58
2024-12-31 $26k 137 190.88

More positions owned by Pinney & Scofield

Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Inflation Prote (DFIP)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Long Term Bond (BLV)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Pinney & Scofield

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index