Schnieders Capital Management »

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

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

Historical chart of Schnieders Capital Management 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 Schnieders 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 Schnieders Capital Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $550k 2.8k 195.42

More positions owned by Schnieders Capital Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Oracle Corporation (ORCL)
Johnson & Johnson (JNJ)
International Business Machines (IBM)
Bank of America Corporation (BAC)

View all positions for Schnieders Capital Management

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UBS Group
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BlackRock
CWM
Lido Advisors
Park Avenue Securities
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