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iShares S&P 500 Value Index shares owned by Cranbrook Wealth Management

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

Historical chart of Cranbrook Wealth 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 Cranbrook Wealth 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 Cranbrook Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 25k 186.81
2023-12-31 $4.2M 24k 173.89
2023-09-30 $3.8M 24k 153.84
2023-06-30 $4.0M 25k 161.19
2023-03-31 $4.0M 27k 151.76
2022-12-31 $4.3M 30k 145.07
2022-09-30 $5.4M 42k 128.52
2022-06-30 $5.8M 42k 137.45
2022-03-31 $6.5M 42k 155.71
2021-12-31 $6.6M 42k 156.64
2021-09-30 $6.2M 43k 145.42
2021-06-30 $6.3M 43k 147.63
2021-03-31 $6.2M 44k 141.24
2020-12-31 $5.9M 46k 128.02
2020-09-30 $5.3M 47k 112.44
2020-06-30 $5.1M 47k 108.20
2020-03-31 $4.6M 48k 96.25
2019-12-31 $6.2M 48k 130.09
2019-09-30 $5.7M 48k 119.14
2019-06-30 $5.6M 48k 116.57
2019-03-31 $5.5M 49k 112.74
2018-12-31 $4.9M 49k 101.15
2018-09-30 $5.4M 47k 115.83
2018-06-30 $5.6M 51k 110.13
2018-03-31 $5.6M 52k 109.35
2017-12-31 $6.0M 52k 114.24
2017-09-30 $5.8M 54k 107.92
2017-06-30 $5.8M 55k 104.96
2017-03-31 $5.9M 57k 104.04
2016-12-31 $5.9M 58k 101.37
2016-09-30 $5.9M 62k 94.96
2016-06-30 $6.0M 65k 92.89
2016-03-31 $6.1M 68k 89.94
2015-12-31 $6.0M 68k 88.53
2015-09-30 $5.7M 68k 84.03
2015-06-30 $4.5M 49k 92.21
2015-03-31 $4.3M 47k 92.57
2014-12-31 $4.5M 48k 93.76
2014-09-30 $4.3M 48k 90.06
2014-06-30 $4.3M 47k 90.28
2014-03-31 $4.1M 47k 86.90
2013-12-31 $4.0M 47k 85.47

More positions owned by Cranbrook Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for Cranbrook Wealth Management

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