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iShares S&P 500 Value Index shares owned by Voisard Asset Management Group

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

Historical chart of Voisard Asset Management Group 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 Voisard Asset Management Group 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 Voisard Asset Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9k 37 186.81
2023-12-31 $6.4k 37 173.89

More positions owned by Voisard Asset Management Group

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)

View all positions for Voisard Asset Management Group

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index