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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
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

Dfa Global Equity I Equity Funds (DGEIX)
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)
Dfa Global Allocation 25/75 I Equity Funds (DGTSX)
Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Dimensional Us Marketwide Value Etf Uit Exchange Traded (DFUV)
Berkshire Hathaway Class B Common Stock (BRK.B)
American Funds American Mutual F2 Ntf Equity Funds (AMRFX)
Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)
Vgrd Stc Etf Dv Uit Exchange Traded (VCSH)
Ishares Core Msci Totl Intl Stck Etf Uit Exchange Traded (IXUS)
Dimensional Us Core Equity Markt Etf Uit Exchange Traded (DFAU)
Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)
Dimensional Wld Ex Us Creq 2 Etf Uit Exchange Traded (DFAX)

View all positions for Strategic Investment Solutions

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
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index