Truefg »

iShares S&P 500 Value Index shares owned by Truefg

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

Historical chart of Truefg 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 Truefg consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Truefg

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 1.1k 197.17
2024-06-30 $208k 1.1k 182.01
2024-03-31 $214k 1.1k 186.81

More positions owned by Truefg

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)

View all positions for Truefg

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index