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iShares S&P 500 Value Index shares owned by CLG

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

Historical chart of CLG 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 CLG 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 CLG

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 12k 206.51
2025-06-30 $2.3M 12k 195.42
2025-03-31 $2.2M 12k 190.58
2024-12-31 $2.4M 12k 190.88

More positions owned by CLG

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Chevron Corporation (CVX)
Apple (AAPL)
Civitas Resources Com New (CIVI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Multisector Bd (PYLD)
Echostar Corp Cl A (SATS)
Vaneck Etf Trust Gold Miners Etf (GDX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for CLG

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