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

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

Historical chart of Ullmann 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 Ullmann 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 Ullmann Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $287k 1.3k 227.03
2017-12-31 $210k 1.8k 114.07
2017-06-30 $193k 1.8k 104.83
2017-03-31 $191k 1.8k 103.75

More positions owned by Ullmann Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr U S Equity Factr (LRGF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Core Msci Total (IXUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Ullmann Financial

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