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iShares S&P 500 Value Index shares owned by Vantage Point Financial

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

Historical chart of Vantage Point 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 Vantage Point 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 Vantage Point Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 8.3k 206.51
2025-06-30 $1.5M 7.4k 195.43
2025-03-31 $1.2M 6.3k 190.59
2024-12-31 $933k 4.9k 190.87

More positions owned by Vantage Point Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Intl Core Equity (DFIC)
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Dimensional Etf Trust Short Duration F (DFSD)
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Dimensional Etf Trust Us Equity Market (DFUS)
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Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

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