Theory Financial »

iShares S&P 500 Value Index shares owned by Theory Financial

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

Historical chart of Theory Financial 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 Theory Financial 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 Theory Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $945k 5.1k 186.81

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Ishares Tr Ishares Semicdtr (SOXX)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Value Etf (VTV)
Select Sector Spdr Tr Energy (XLE)
Vanguard World Financials Etf (VFH)

View all positions for Theory Financial

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