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iShares S&P 500 Value Index shares owned by Clarfeld Financial Advisors

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

Historical chart of Clarfeld Financial Advisors 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 Clarfeld Financial Advisors 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 Clarfeld Financial Advisors

Quarter filed Position value Share count Share price at filing
2018-12-31 $3.5M 34k 101.13

More positions owned by Clarfeld Financial Advisors

iShares S&P 500 Index (IVV)
iShares Russell 2000 Index (IWM)
iShares MSCI EAFE Index Fund (EFA)
iShares MSCI Emerging Markets Indx (EEM)
Ishares Tr usa min vo (USMV)
J P Morgan Exchange Traded F ultra shrt (JPST)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares S&P 500 Value Index (IVE)
Ishares Inc core msci emkt (IEMG)
Spdr S&p 500 Etf (SPY)
Vanguard S&p 500 Etf idx (VOO)
iShares S&P 500 Growth Index (IVW)
SPDR DJ Wilshire REIT (RWR)
Vanguard FTSE All-World ex-US ETF (VEU)

View all positions for Clarfeld Financial Advisors

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index