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iShares S&P 500 Value Index shares owned by Studio Investment Management

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

Historical chart of Studio Investment 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 Studio Investment Management 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 Studio Investment Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $14k 78 173.90
2023-09-30 $12k 78 154.68
2023-06-30 $13k 78 161.19
2023-03-31 $12k 78 151.76
2022-12-31 $11k 78 145.06
2022-09-30 $10k 78 128.53
2022-06-30 $11k 78 141.03

More positions owned by Studio Investment Management

Vanguard Short-Term Inflation-Protected ETF Vtip (VTIP)
Vanguard Value ETF VTV (VTV)
Vanguard Dividend Appreciation ETF Vig (VIG)
Vanguard Small-Cap Value ETF VBR (VBR)
Schwab Fundamental Intl Lg Co ETF FNDF (FNDF)
Berkshire Hathaway Inc Class B BRKB (BRK.B)
Vanguard Short-Term Corporate Bond ETF VCSH (VCSH)
Microsoft Corp MSFT (MSFT)
Alphabet Inc Class A Googl (GOOGL)
Apple Aapl (AAPL)
iShares 3-7 Year Treasury Bond ETF Iei (IEI)
General Dynamics Corp GD (GD)
Procter & Gamble PG (PG)
Vanguard Short-Term Treasury ETF VGSH (VGSH)
Vanguard Intermediate-Term Bond ETF Biv (BIV)

View all positions for Studio Investment 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
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index