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iShares S&P 500 Value Index shares owned by Principal Securities

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

Historical chart of Principal Securities 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 Principal Securities 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 Principal Securities

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 119k 186.81
2023-12-31 $21M 119k 173.89

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Principal Exchange Traded Prnc Invt Grad (IG)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Principal Exchange Traded Prncpl Vlu Etf (PY)
Goldman Sachs Etf Tr Access Us Agrat (GCOR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)

View all positions for Principal Securities

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