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iShares S&P 500 Value Index shares owned by Camelot Technology Advisors

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

Historical chart of Camelot Technology Advisors 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 Camelot Technology Advisors 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 Camelot Technology Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $638k 3.1k 206.52
2025-06-30 $602k 3.1k 195.40
2025-03-31 $608k 3.2k 190.58
2024-12-31 $607k 3.2k 190.88
2024-09-30 $624k 3.2k 197.19
2024-06-30 $631k 3.5k 182.03
2024-03-31 $653k 3.5k 186.81
2023-12-31 $606k 3.5k 173.89

More positions owned by Camelot Technology Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Sprott Asset Management Physical Gold Tr (PHYS)
Select Sector Spdr Tr Indl (XLI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Select Sector Spdr Tr Energy (XLE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Micro-cap Etf (IWC)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Dutch Bros Cl A (BROS)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Camelot Technology Advisors

Top funds holding iShares S&P 500 Value Index

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View all funds holding iShares S&P 500 Value Index