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iShares S&P 500 Value Index shares owned by Blue Chip Wealth Management

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

Historical chart of Blue Chip Wealth 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 Blue Chip Wealth 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 Blue Chip Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $1.1M 9.4k 112.41
2020-06-30 $1.0M 9.5k 108.17
2020-03-31 $930k 9.7k 96.30
2019-12-31 $1.2M 9.4k 130.12
2019-09-30 $1.1M 9.4k 119.16
2019-06-30 $1.1M 9.4k 116.60
2019-03-31 $1.1M 9.5k 112.71
2018-12-31 $932k 9.2k 101.17
2018-09-30 $1.1M 9.9k 115.87
2018-06-30 $1.1M 9.8k 110.10
2018-03-31 $1.1M 9.8k 109.38

More positions owned by Blue Chip Wealth Management

Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Home Depot (HD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Visa Com Cl A (V)
BlackRock (BLK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Facebook Cl A (META)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Blue Chip Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index