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

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

Historical chart of Strategic Point Investment Advisors 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 Point Investment Advisors 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 Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $45M 235k 190.88
2024-09-30 $46M 232k 197.17
2024-06-30 $42M 232k 182.01
2024-03-31 $44M 234k 186.81
2023-12-31 $52M 298k 173.89
2023-09-30 $46M 300k 153.84
2023-06-30 $48M 298k 161.19
2023-03-31 $46M 304k 151.76
2022-12-31 $44M 304k 145.07
2022-09-30 $35M 270k 128.52
2022-06-30 $37M 272k 137.46
2022-03-31 $42M 270k 155.72
2021-12-31 $23M 147k 156.63
2021-09-30 $21M 144k 145.42
2021-06-30 $21M 143k 147.64
2021-03-31 $20M 143k 141.24
2020-12-31 $17M 132k 127.07
2020-09-30 $15M 132k 112.45
2020-06-30 $15M 131k 111.47
2020-03-31 $12M 129k 96.25
2019-12-31 $17M 133k 130.09
2019-09-30 $16M 134k 119.14
2019-06-30 $16M 135k 116.57
2019-03-31 $16M 141k 112.74
2018-12-31 $15M 152k 101.14
2018-09-30 $18M 152k 115.84
2018-06-30 $17M 150k 110.13
2018-03-31 $16M 149k 109.34
2017-12-31 $24M 208k 114.24
2017-09-30 $24M 220k 107.91
2017-06-30 $23M 218k 104.96
2017-03-31 $23M 217k 104.04
2016-12-31 $22M 215k 101.38

More positions owned by Strategic Point Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Short (SPSB)
Select Sector Spdr Tr Technology (XLK)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Indl (XLI)

View all positions for Strategic Point Investment Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
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Wells Fargo & Company
LPL Financial
UBS Group
Stifel Financial
Goldman Sachs Group
Ameriprise Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
Cetera Investment Advisers
CWM
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index