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iShares S&P 500 Value Index shares owned by Spinnaker Investment Group

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

Historical chart of Spinnaker Investment Group 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 Spinnaker Investment Group 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 Spinnaker Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $454k 2.2k 206.51

More positions owned by Spinnaker Investment Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Ssga Active Tr Spdr Dbleln Shrt (STOT)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Spinnaker Investment Group

Top funds holding iShares S&P 500 Value Index

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