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iShares S&P 500 Value Index shares owned by Chilton Investment

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

Historical chart of Chilton Investment 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 Chilton Investment 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 Chilton Investment

Quarter filed Position value Share count Share price at filing
2023-12-31 $625k 3.6k 173.89
2023-09-30 $510k 3.3k 153.84
2023-06-30 $609k 3.8k 161.19
2022-09-30 $202k 1.6k 128.50

More positions owned by Chilton Investment

Microsoft Corp Common Stock (MSFT)
Sherwin Williams Common Stock (SHW)
Costco Whsl Corp Common Stock (COST)
Republic Svcs Common Stock (RSG)
Home Depot Common Stock (HD)
Canadian Pacific Kansas City Common Stock (CP)
Mastercard Incorporated Common Stock (MA)
Mettler Toledo International Common Stock (MTD)
Csx Corp Common Stock (CSX)
Cintas Corp Common Stock (CTAS)
Gallagher Arthur J & Co Common Stock (AJG)
Pepsico Common Stock (PEP)
Moodys Corp Common Stock (MCO)
International Business Machs Common Stock (IBM)
Berkshire Hathaway Inc Del Common Stock (BRK.B)

View all positions for Chilton Investment

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank

View all funds holding iShares S&P 500 Value Index