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iShares S&P 500 Value Index shares owned by Raab & Moskowitz Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Raab & Moskowitz Asset Management from 13F filings

Historical chart of Raab & Moskowitz Asset 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 Raab & Moskowitz Asset 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 Raab & Moskowitz Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 1.1k 197.17
2024-06-30 $203k 1.1k 182.01
2019-12-31 $73k 562 129.89
2018-09-30 $98k 848 115.57

More positions owned by Raab & Moskowitz Asset Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
TJX Companies (TJX)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Wal-Mart Stores (WMT)
Pfizer (PFE)
Vanguard Specialized Funds Div App Etf (VIG)
Quanta Services (PWR)
Pepsi (PEP)

View all positions for Raab & Moskowitz Asset 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