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iShares S&P 500 Value Index shares owned by Round Table Services

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

Historical chart of Round Table Services 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 Round Table Services 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 Round Table Services

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.1M 17k 128.52
2022-06-30 $387k 2.8k 137.62
2022-03-31 $438k 2.8k 155.76
2021-12-31 $296k 1.9k 156.70

More positions owned by Round Table Services

Ishares Tr Core S&p500 Etf (IVV)
New Mountain Finance Corp (NMFC)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Val Etf (IWD)
Innovator Etfs Tr Us Eqty Bufr Feb (BFEB)
Innovator Etfs Tr Intrnl Dev July (IJUL)
Ishares Tr Rus Mid Cap Etf (IWR)
Innovator Etfs Tr Grwt100 Pwr Buf (NJUL)
Innovator Etfs Tr Intrnl Dev Aprl (IAPR)
Apple (AAPL)
Innovator Etfs Tr Emrgng Mkt April (EAPR)
Ishares Tr Rus 2000 Val Etf (IWN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Round Table Services

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