Durante & Waters »

iShares S&P 500 Value Index shares owned by Durante & Waters

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

Historical chart of Durante & Waters 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 Durante & Waters consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Durante & Waters

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 112k 186.81
2023-12-31 $20M 116k 173.89

More positions owned by Durante & Waters

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Shrt Nat Mun Etf (SUB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr National Mun Etf (MUB)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr New York Mun Etf (NYF)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)

View all positions for Durante & Waters

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
Cetera Investment Advisers
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index