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iShares S&P 500 Value Index shares owned by Red Tortoise

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

Historical chart of Red Tortoise 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 Red Tortoise 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 Red Tortoise

Quarter filed Position value Share count Share price at filing
2024-03-31 $27k 143 186.81
2023-12-31 $19k 110 173.89
2023-09-30 $17k 110 153.84
2023-06-30 $18k 110 161.19
2023-03-31 $17k 110 151.76
2022-12-31 $16k 110 145.07
2021-09-30 $14k 110 127.27

More positions owned by Red Tortoise

Schwab International Equity Etf Etf (SCHF)
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Long-term Treasury Etf Etf (VGLT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Value Etf Etf (VTV)
Ishares Russell 1000 Value Etf Etf (IWD)
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)
Ishares Core Dividend Growth Etf Etf (DGRO)
Schwab Short-term Us Treasury Etf Etf (SCHO)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Schwab Us Tips Etf Etf (SCHP)

View all positions for Red Tortoise

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

View all funds holding iShares S&P 500 Value Index