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iShares S&P 500 Value Index shares owned by Chevoit Value Management

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

Historical chart of Chevoit Value 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 Chevoit Value 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 Chevoit Value Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6k 22 210.68
2025-06-30 $4.4k 22 198.77
2025-03-31 $4.1k 22 184.68

More positions owned by Chevoit Value Management

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Agnico Eagle Mines Stock (AEM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Johnson & Johnson Stock (JNJ)
Microsoft Corp Stock (MSFT)
Meta Platforms Inc Cl A Stock (META)
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)
Sprott Asset Management Lp Physical Gold An Cef (CEF)
Newmont Corp Stock (NEM)
Visa Inc Com Cl A Stock (V)
Unilever Adr (UL)
Amazon Stock (AMZN)

View all positions for Chevoit Value Management

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