Stage Harbor Financial »

iShares S&P 500 Value Index shares owned by Stage Harbor Financial

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

Historical chart of Stage Harbor 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 Stage Harbor 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 Stage Harbor Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $508k 2.5k 206.51
2025-06-30 $481k 2.5k 195.42
2025-03-31 $629k 3.3k 190.58
2024-12-31 $684k 3.6k 190.88
2024-09-30 $751k 3.8k 198.44

More positions owned by Stage Harbor Financial

Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Dimensional Us (DXUV)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)

View all positions for Stage Harbor Financial

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