iShares S&P 500 Value Index shares owned by Blue Chip Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Blue Chip Partners
from 13F filings
Historical chart of Blue Chip Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Blue Chip Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $342k | 1.7k | 206.48 |
| 2025-06-30 | $333k | 1.7k | 195.40 |
| 2025-03-31 | $324k | 1.7k | 190.53 |
| 2024-12-31 | $325k | 1.7k | 190.83 |
| 2024-09-30 | $350k | 1.8k | 197.16 |
| 2024-06-30 | $346k | 1.9k | 182.01 |
| 2024-03-31 | $374k | 2.0k | 186.83 |
| 2023-12-31 | $357k | 2.1k | 173.89 |
| 2023-09-30 | $381k | 2.5k | 153.84 |
| 2023-06-30 | $404k | 2.5k | 161.19 |
| 2023-03-31 | $390k | 2.6k | 151.73 |
| 2022-12-31 | $420k | 2.9k | 145.05 |
| 2022-09-30 | $404k | 3.1k | 128.66 |
| 2022-06-30 | $431k | 3.1k | 137.44 |
| 2022-03-31 | $488k | 3.1k | 155.71 |
| 2021-12-31 | $491k | 3.1k | 156.77 |
| 2021-09-30 | $455k | 3.1k | 145.41 |
| 2021-06-30 | $521k | 3.5k | 147.76 |
| 2021-03-31 | $498k | 3.5k | 141.28 |
| 2020-12-31 | $509k | 4.0k | 128.15 |
| 2020-09-30 | $469k | 4.2k | 112.36 |
| 2020-06-30 | $395k | 3.7k | 108.19 |
| 2020-03-31 | $501k | 5.2k | 96.25 |
| 2019-12-31 | $959k | 7.4k | 130.03 |
More positions owned by Blue Chip Partners
Home Depot (HD)
View all positions for Blue Chip Partners