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iShares S&P 500 Value Index shares owned by Ritter Daniher Financial Advisory

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Ritter Daniher Financial Advisory from 13F filings

Historical chart of Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory

Quarter filed Position value Share count Share price at filing
2022-03-31 $233k 1.5k 155.85
2021-12-31 $257k 1.6k 156.71
2021-09-30 $238k 1.6k 145.12
2021-06-30 $242k 1.6k 147.56
2021-03-31 $232k 1.6k 141.46
2020-12-31 $77k 600 128.33

More positions owned by Ritter Daniher Financial Advisory

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Ishares Tr Core S&p Mcp Etf (IJH)
LCNB (LCNB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Cintas Corporation (CTAS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Microsoft Corporation (MSFT)
Nextera Energy (NEE)

View all positions for Ritter Daniher Financial Advisory

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

View all funds holding iShares S&P 500 Value Index