Colorado Capital Management »

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

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

Historical chart of Colorado 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 Colorado 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 Colorado Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $399k 2.1k 186.97
2023-12-31 $371k 2.1k 173.85
2023-09-30 $328k 2.1k 153.70
2023-06-30 $343k 2.1k 160.73
2023-03-31 $324k 2.1k 151.83
2022-12-31 $308k 2.1k 144.33
2022-09-30 $274k 2.1k 128.40
2022-06-30 $306k 2.2k 137.53
2022-03-31 $346k 2.2k 155.51
2021-12-31 $335k 2.1k 156.98
2021-09-30 $310k 2.1k 145.27
2021-06-30 $315k 2.1k 147.61
2021-03-31 $311k 2.2k 140.85
2020-12-31 $282k 2.2k 127.72
2020-09-30 $247k 2.2k 112.48
2020-06-30 $235k 2.2k 107.70
2020-03-31 $215k 2.2k 96.03
2019-12-31 $290k 2.2k 129.99
2019-09-30 $265k 2.2k 118.78
2019-06-30 $260k 2.2k 116.54
2019-03-31 $251k 2.2k 112.51
2018-12-31 $225k 2.2k 100.85
2018-09-30 $276k 2.4k 115.72
2018-06-30 $263k 2.4k 110.27
2018-03-31 $244k 2.2k 109.37
2017-12-31 $254k 2.2k 113.85
2017-09-30 $240k 2.2k 107.58
2017-06-30 $230k 2.2k 104.64
2017-03-31 $229k 2.2k 104.19
2016-12-31 $216k 2.1k 101.22
2016-09-30 $299k 3.1k 95.07
2016-06-30 $292k 3.1k 92.85
2016-03-31 $282k 3.1k 89.67
2015-12-31 $278k 3.1k 88.39

More positions owned by Colorado Capital Management

Dimensional Etf Trust Us Mktwide Val (DFUV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Dbx Etf Tr Xtrckr Msci Us (USSG)
Claymore Exchange Trd Fd Tr Gugg S&p Gbl Wtr
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Colorado Capital Management

Top funds holding iShares S&P 500 Value Index

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Goldman Sachs Group
LPL Financial
UBS Group
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Us Bancorp
CWM
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index