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iShares S&P 500 Value Index shares owned by Chesapeake Wealth Management

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

Historical chart of Chesapeake Wealth 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 Chesapeake Wealth 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 Chesapeake Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $242k 1.3k 182.01
2024-03-31 $259k 1.4k 186.81
2023-12-31 $254k 1.5k 173.89
2023-09-30 $225k 1.5k 153.84
2023-06-30 $259k 1.6k 161.19
2023-03-31 $351k 2.3k 151.76
2022-12-31 $336k 2.3k 145.07
2022-09-30 $303k 2.4k 128.66
2022-06-30 $326k 2.4k 137.55
2022-03-31 $369k 2.4k 155.70
2021-12-31 $371k 2.4k 156.54
2021-09-30 $337k 2.3k 145.57
2021-06-30 $350k 2.4k 147.68
2021-03-31 $337k 2.4k 141.30
2020-12-31 $304k 2.4k 128.00
2020-09-30 $268k 2.4k 112.37
2020-06-30 $258k 2.4k 108.18
2020-03-31 $227k 2.4k 96.39
2019-12-31 $309k 2.4k 130.05
2019-09-30 $287k 2.4k 119.29
2019-06-30 $280k 2.4k 116.76
2019-03-31 $273k 2.4k 112.67
2018-12-31 $239k 2.4k 101.33
2018-09-30 $277k 2.4k 116.08
2018-06-30 $290k 2.6k 109.94
2018-03-31 $262k 2.4k 109.11