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iShares S&P 500 Value Index shares owned by Hamilton Point Investment Advisors

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

Historical chart of Hamilton Point Investment Advisors 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 Hamilton Point Investment Advisors 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 Hamilton Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $62k 294 212.07

More positions owned by Hamilton Point Investment Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Emcor (EME)
American Express Company (AXP)
Raytheon Technologies Corp (RTX)
Ishares Gold Tr Ishares New (IAU)
TJX Companies (TJX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Deere & Company (DE)
Amgen (AMGN)
Automatic Data Processing (ADP)
Eaton Corp SHS (ETN)

View all positions for Hamilton Point Investment Advisors

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