iShares S&P 500 Value Index shares owned by Chilton Investment
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Chilton Investment
from 13F filings
Historical chart of Chilton Investment investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Chilton 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 Chilton Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $653k | 3.2k | 206.51 |
| 2025-06-30 | $700k | 3.6k | 195.42 |
| 2025-03-31 | $496k | 2.6k | 190.58 |
| 2024-12-31 | $557k | 2.9k | 190.88 |
| 2024-09-30 | $576k | 2.9k | 197.17 |
| 2024-06-30 | $531k | 2.9k | 182.01 |
| 2024-03-31 | $671k | 3.6k | 186.81 |
| 2023-12-31 | $625k | 3.6k | 173.89 |
| 2023-09-30 | $510k | 3.3k | 153.84 |
| 2023-06-30 | $609k | 3.8k | 161.19 |
| 2022-09-30 | $202k | 1.6k | 128.50 |