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iShares S&P 500 Value Index shares owned by Sym Financial Corporation

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

Historical chart of Sym Financial Corporation 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 Sym Financial Corporation 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 Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2024-06-30 $254k 1.4k 182.01
2023-09-30 $6.0k 39 153.85
2020-12-31 $3.0k 27 111.11
2020-09-30 $3.0k 27 111.11

More positions owned by Sym Financial Corporation

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Wisdomtree Tr Internationl Efi (NTSI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dow (DOW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Apple (AAPL)
Eli Lilly & Co. (LLY)
PIMCO Corporate Opportunity Fund (PTY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Sym Financial Corporation

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