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iShares S&P 500 Value Index shares owned by Strategic Investment Solutions

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

Historical chart of Strategic Investment Solutions 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 Investment Solutions 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 Investment Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $94k 477 197.17
2024-06-30 $91k 477 190.70
2023-12-31 $83k 477 173.89
2023-09-30 $4.9M 30k 163.25
2023-06-30 $73k 477 152.73
2023-03-31 $72k 477 151.76

More positions owned by Strategic Investment Solutions

Vanguard Growth Etf Uie (VUG)
Dimensional Us Equity Uie (DFUS)
Dimensional U S Core Uie (DFAC)
Dimensional Us High Uie (DUHP)
Dimensional World Equity Uie (DFAW)
Dimensional U S Targeted Uie (DFAT)
Apple (AAPL)
Dimensional Wld Ex Us Cr Uie (DFAX)
Schwab Us Dividend Uie (SCHD)
Dimensional Us Core Uie (DFAU)
Dimensional Us Small Cap Uie (DFSV)
Dimensional Us Uie (DFUV)
Dimensional Us Sus Core Uie (DFSU)
Dimensnl Ultrashrt Fixed Uie (DUSB)
Dimensional Uie (DFIV)

View all positions for Strategic Investment Solutions

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