Chicago Partners Investment »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Value Index by Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
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)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index