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iShares S&P 500 Value Index shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.7M 22k 210.67
2025-06-30 $4.5M 22k 200.17
2025-03-31 $4.3M 23k 184.41
2024-12-31 $4.3M 23k 191.15
2024-09-30 $4.5M 23k 198.35
2024-06-30 $4.3M 23k 190.29
2024-03-31 $4.4M 24k 180.98
2023-12-31 $4.2M 24k 172.95
2023-09-30 $3.7M 24k 149.98
2023-06-30 $4.1M 25k 164.40
2023-03-31 $2.3M 15k 153.02
2022-12-31 $1.7M 11k 157.72
2022-09-30 $1.4M 9.6k 143.50
2022-06-30 $1.4M 9.6k 145.53
2022-03-31 $1.1M 7.8k 143.86
2021-12-31 $1.2M 7.8k 152.51
2021-09-30 $1.0M 6.6k 153.93
2021-06-30 $1.2M 7.9k 148.51
2021-03-31 $1.1M 7.8k 145.49
2020-12-31 $1.0M 7.8k 130.27
2020-09-30 $860k 7.5k 114.50
2020-06-30 $818k 7.3k 112.53
2020-03-31 $768k 7.2k 106.09
2019-12-31 $1.0M 7.6k 131.55
2019-09-30 $916k 7.5k 121.57
2019-06-30 $688k 5.8k 118.07
2019-03-31 $678k 5.8k 116.41
2018-12-31 $859k 8.2k 104.82
2018-09-30 $240k 2.2k 107.53
2018-06-30 $242k 2.2k 110.25
2018-03-31 $240k 2.2k 109.34
2017-12-31 $250k 2.2k 114.16
2017-09-30 $235k 2.2k 107.70
2017-06-30 $142k 1.4k 101.43
2017-03-31 $221k 2.1k 104.00
2016-12-31 $73k 721 101.25
2016-09-30 $68k 712 95.51
2016-06-30 $66k 712 92.70
2016-03-31 $64k 708 90.40
2015-12-31 $143k 1.6k 88.38

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Equity Market (DFUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Enterprise Products Partners (EPD)
Ishares Tr Core S&p Mcp Etf (IJH)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Chicago Partners Investment

Top funds holding iShares S&P 500 Value Index

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View all funds holding iShares S&P 500 Value Index