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iShares S&P 500 Value Index shares owned by Y-Intercept

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

Historical chart of Y-Intercept 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 Y-Intercept 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 Y-Intercept

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 9.3k 153.84
2022-12-31 $314k 2.2k 145.07
2022-03-31 $444k 2.9k 155.63

More positions owned by Y-Intercept

NVIDIA Corporation (NVDA)
Apple (AAPL)
S&p Global (SPGI)
Fiserv (FI)
Nu Hldgs Ord Shs Cl A (NU)
Verisk Analytics (VRSK)
Rivian Automotive Com Cl A (RIVN)
Intel Corporation (INTC)
FactSet Research Systems (FDS)
CRH Ord (CRH)
Jd.com Spon Ads Cl A (JD)
Tesla Motors (TSLA)
Gamestop Corp Cl A (GME)
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)
Sprouts Fmrs Mkt (SFM)

View all positions for Y-Intercept

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
CWM
Park Avenue Securities
Pnc Financial Services
BlackRock
Lido Advisors
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding iShares S&P 500 Value Index