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iShares S&P 500 Value Index shares owned by Chatterton & Associates

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

Historical chart of Chatterton & Associates 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 Chatterton & Associates 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 Chatterton & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.5M 26k 217.08

More positions owned by Chatterton & Associates

Spdr Ser Tr Portfolio S&p500 (SPYM)
Ishares Tr S&p 500 Val Etf (IVE)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Blackrock Etf Trust I Shares (IUSB)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Kla Corp Com New (KLAC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Mbs Etf (MBB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Blackrock ETF Trust Ishares Intl Ctr (CORO)

View all positions for Chatterton & Associates

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