Saxony Capital Management »

iShares S&P 500 Value Index shares owned by Saxony Capital Management

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

Historical chart of Saxony Capital Management investment in iShares S&P 500 Value Index

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0012.572488M2.5724885M2.572489M2.5724895M2.57249M13.476k13.4765k13.477k13.4775k13.478k
Value ($)Share countHistorical IVE position of Saxony Capital Management Source: stockzoa.comValue ($)Share count

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All positions including iShares S&P 500 Value Index held by Saxony Capital 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 Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 14k 190.88

More positions owned by Saxony Capital Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Real Es Etf (IYR)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Saxony Capital Management

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