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iShares S&P 500 Value Index shares owned by TruNorth Capital Management

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

Historical chart of TruNorth Capital 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 TruNorth Capital 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 TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $70k 355 197.17
2024-06-30 $65k 355 182.01

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth Capital Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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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