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iShares S&P 500 Value Index shares owned by Strategic Financial

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

Historical chart of Strategic 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 Strategic 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 Strategic Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $594k 3.4k 173.87
2023-09-30 $524k 3.4k 153.84
2023-06-30 $473k 2.9k 161.19
2023-03-31 $326k 2.1k 151.76

More positions owned by Strategic Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ecolab (ECL)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Strategic Financial

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index