Campion Asset Management »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Campion Asset Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Campion Asset Management

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mid Cap Etf (IWR)
Lockheed Martin Corporation (LMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard World Fds Comm Srvc Etf (VOX)
Microsoft Corporation (MSFT)

View all positions for Campion Asset Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index