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iShares S&P 500 Value Index shares owned by Zimmermann Investment Management & Planning

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

Historical chart of Zimmermann Investment Management & Planning 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 Zimmermann Investment Management & Planning 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 Zimmermann Investment Management & Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 14k 186.81
2023-12-31 $1.1M 6.1k 173.89

More positions owned by Zimmermann Investment Management & Planning

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vaneck Etf Trust Semiconductr Etf (SMH)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds Us Infr Dev Etf (PAVE)
Global X Fds Cybrscurty Etf (BUG)
Spdr Ser Tr Aerospace Def (XAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
Pacer Fds Tr Pacer Us Small (CALF)
Amazon (AMZN)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)

View all positions for Zimmermann Investment Management & Planning

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
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index