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iShares S&P 500 Value Index shares owned by Syntrinsic

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

Historical chart of Syntrinsic 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 Syntrinsic 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 Syntrinsic

Quarter filed Position value Share count Share price at filing
2024-06-30 $79k 436 182.01
2024-03-31 $81k 433 187.22
2023-12-31 $75k 431 174.28
2023-09-30 $66k 430 153.84

More positions owned by Syntrinsic

Ishares Tr Kld 400 Social Index Etf (DSI)
Schwab Us Dividend Equity Etf Etf (SCHD)
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)
Vanguard Large Cap Etf (VV)
Spdr S&p 500 Etf Etf (SPY)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Ftse Aw X-us Sm Cap Etf (VSS)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Vanguard Ftse All-world Ex-us Etf (VEU)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Vanguard S&p 500 Etf Etf (VOO)
Vaneck Israel Etf Etf (ISRA)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Ishares Tr S&p Allocation Fd Growth Allocation Etf (AOR)
Ishares Paris-aligned Climate Msci Usa Etf Etf (PABU)

View all positions for Syntrinsic

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index