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iShares S&P 500 Value Index shares owned by Theory Financial

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

Historical chart of Theory Financial 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 Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 11k 194.64
2024-06-30 $1.7M 9.4k 182.01
2024-03-31 $945k 5.1k 186.81

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard World Financials Etf (VFH)
Select Sector Spdr Tr Communication (XLC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Us Tips Etf (SCHP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)

View all positions for Theory Financial

Top funds holding iShares S&P 500 Value Index

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Goldman Sachs Group
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Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index