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iShares S&P 500 Value Index shares owned by Sage Financial

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

Historical chart of Sage Financial 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 Sage Financial 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 Sage Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $248k 1.3k 197.18
2024-06-30 $228k 1.3k 181.99
2024-03-31 $234k 1.3k 186.88
2023-12-31 $217k 1.2k 173.92
2023-06-30 $200k 1.2k 161.19

More positions owned by Sage Financial

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Sage Financial

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