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iShares S&P 500 Value Index shares owned by Grandfield & Dodd

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

Historical chart of Grandfield & Dodd investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by Grandfield & Dodd 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 Grandfield & Dodd

Quarter filed Position value Share count Share price at filing
2025-09-30 $382k 1.8k 206.51
2025-06-30 $361k 1.8k 195.42

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Microsoft Corporation (MSFT)
Ge Aerospace Com New (GE)
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Raytheon Technologies Corp (RTX)
Applied Materials (AMAT)
Linde SHS (LIN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Paychex (PAYX)
Autodesk (ADSK)
Caci Intl Cl A (CACI)
Chubb (CB)
Illinois Tool Works (ITW)
Stryker Corporation (SYK)
Verisk Analytics (VRSK)

View all positions for Grandfield & Dodd

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