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iShares S&P 500 Value Index shares owned by BCJ Capital Management

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

Historical chart of BCJ Capital Management 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 BCJ Capital Management 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 BCJ Capital Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.2M 34k 182.01
2024-03-31 $6.5M 35k 186.81
2018-12-31 $1.0M 10k 101.19

More positions owned by BCJ Capital Management

Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Total Usd (IUSB)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Us Vlu (IUSV)
Select Sector Spdr Tr Indl (XLI)

View all positions for BCJ Capital Management

Top funds holding iShares S&P 500 Value Index

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