Trust Point »

iShares S&P 500 Value Index shares owned by Trust Point

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

Historical chart of Trust Point 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 Trust Point 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 Trust Point

Quarter filed Position value Share count Share price at filing
2024-12-31 $13M 70k 190.88
2024-09-30 $14M 72k 197.17
2024-06-30 $13M 72k 182.01
2024-03-31 $13M 72k 186.81
2023-12-31 $12M 72k 173.89

More positions owned by Trust Point

Vanguard Common Stock (VIG)
Ishares Common Stock (ISTB)
Wisdomtree Common Stock (QGRW)
Vanguard Common Stock (VV)
Quanta Services Common Stock (PWR)
Apple Common Stock (AAPL)
Principal Financial Group Common Stock (PFG)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Common Stock (IWB)
Ishares Common Stock (IVW)
Ishares Common Stock (IVLU)
Vanguard Common Stock (VEU)
Ishares Common Stock (IVE)
Schwab Common Stock (SCHM)

View all positions for Trust Point

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index