Stordahl Capital Management »

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

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

Historical chart of Stordahl 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 Stordahl Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Stordahl Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 20k 186.81
2023-12-31 $3.6M 20k 173.89
2023-09-30 $3.2M 21k 153.84
2023-06-30 $3.3M 21k 161.19
2023-03-31 $3.1M 21k 151.76
2022-12-31 $3.0M 21k 145.07
2022-09-30 $2.8M 21k 128.53
2022-06-30 $2.9M 21k 137.44
2022-03-31 $3.2M 21k 155.74
2021-12-31 $3.2M 21k 156.62
2021-09-30 $3.0M 21k 145.40
2021-06-30 $3.0M 21k 147.62
2021-03-31 $3.0M 21k 141.22
2020-12-31 $2.7M 21k 128.01
2020-09-30 $2.4M 21k 112.43
2020-06-30 $2.2M 21k 108.20
2020-03-31 $1.9M 21k 92.76
2019-12-31 $2.9M 22k 130.08
2019-09-30 $2.7M 22k 119.14
2019-06-30 $2.7M 23k 118.85
2019-03-31 $2.7M 23k 116.11
2018-12-31 $2.3M 23k 101.12
2018-09-30 $2.6M 23k 110.90
2018-06-30 $2.6M 24k 110.13
2018-03-31 $2.6M 24k 109.35
2017-12-31 $2.7M 24k 114.22

More positions owned by Stordahl Capital Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Vanguard Admiral Fds Midcp 400 Val (IVOV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Stordahl Capital Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index