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iShares S&P 500 Value Index shares owned by DiMeo Schneider & Associates

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

Historical chart of DiMeo Schneider & Associates 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 DiMeo Schneider & Associates 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 DiMeo Schneider & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $225k 1.2k 186.81
2023-09-30 $205k 1.3k 154.78
2018-12-31 $409k 4.0k 101.19
2018-09-30 $462k 4.0k 115.85
2018-06-30 $449k 4.1k 110.18
2018-03-31 $446k 4.1k 109.45

More positions owned by DiMeo Schneider & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Uber Technologies (UBER)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Cre U S Reit Etf (USRT)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for DiMeo Schneider & Associates

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