iShares S&P 500 Value Index shares owned by Campion Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Campion Asset Management
from 13F filings
Historical chart of Campion Asset 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 Campion Asset 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 Campion Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $337k | 1.6k | 206.51 |
| 2025-06-30 | $320k | 1.6k | 195.42 |
| 2025-03-31 | $322k | 1.7k | 190.58 |
| 2024-12-31 | $342k | 1.8k | 190.88 |
| 2024-09-30 | $442k | 2.2k | 197.17 |
| 2024-03-31 | $613k | 3.3k | 186.81 |
| 2023-12-31 | $648k | 3.7k | 173.89 |
| 2023-09-30 | $554k | 3.6k | 153.84 |
| 2023-06-30 | $574k | 3.6k | 161.19 |
| 2023-03-31 | $545k | 3.6k | 151.76 |
| 2022-12-31 | $277k | 1.9k | 145.07 |