McHugh Group »

iShares S&P 500 Value Index shares owned by McHugh Group

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

Historical chart of McHugh Group 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 McHugh Group 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 McHugh Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 1.5k 206.51
2025-06-30 $294k 1.5k 195.42
2025-03-31 $286k 1.5k 190.58
2024-12-31 $287k 1.5k 190.88

More positions owned by McHugh Group

NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Visa Com Cl A (V)
Apple (AAPL)
Mastercard Incorporated Cl A (MA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Technology (XLK)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for McHugh Group

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