Chapman Financial Group »

iShares S&P 500 Value Index shares owned by Chapman Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Chapman Financial Group from 13F filings

Historical chart of Chapman Financial Group 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 Chapman Financial Group 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 Chapman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8k 28 206.54

More positions owned by Chapman Financial Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Amazon (AMZN)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Thermo Fisher Scientific (TMO)
Pepsi (PEP)
Bank of America Corporation (BAC)
Leidos Holdings (LDOS)
Coca-Cola Company (KO)
Palo Alto Networks (PANW)

View all positions for Chapman Financial Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Value Index