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

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

Historical chart of WestEnd 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 WestEnd 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 WestEnd Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $98k 497 197.17
2024-06-30 $90k 497 181.06
2024-03-31 $93k 497 186.81

More positions owned by WestEnd Capital Management

Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Ge Aerospace Stock (GE)
Cameco Corp Stock (CCJ)
Fluor Corp Stock (FLR)
Microsoft Stock (MSFT)
Arm Holdings Adr (ARM)
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)
Quanta Svcs Stock (PWR)
Palantir Technologies Inc Cl A Stock (PLTR)
Netflix Stock (NFLX)
Amazon Stock (AMZN)
Viking Holdings Ltd Ord Stock (VIK)
Uber Technologies Stock (UBER)

View all positions for WestEnd Capital Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
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