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iShares S&P 500 Value Index shares owned by Chelsea Counsel

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

Historical chart of Chelsea Counsel 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 Chelsea Counsel 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 Chelsea Counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1k 20 206.55

More positions owned by Chelsea Counsel

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Agnico (AEM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Whitehall Fds High Div Yld (VYM)
Costco Wholesale Corporation (COST)
Quanta Services (PWR)
Exxon Mobil Corporation (XOM)
Honeywell International (HON)
Corning Incorporated (GLW)
Chevron Corporation (CVX)
3M Company (MMM)
Johnson & Johnson (JNJ)
Raytheon Technologies Corp (RTX)

View all positions for Chelsea Counsel

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