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iShares S&P 500 Value Index shares owned by Pennington Partners & Co

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

Historical chart of Pennington Partners & Co 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 Pennington Partners & Co 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 Pennington Partners & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 990 206.51

More positions owned by Pennington Partners & Co

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 3000 Etf (IWV)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Lineage (LINE)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Pennington Partners & Co

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