Chevoit Value Management »

iShares S&P 500 Index shares owned by Chevoit Value Management

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

Historical chart of Chevoit Value Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Chevoit Value Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Chevoit Value Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $37k 53 698.70
2025-09-30 $32k 46 690.35
2025-06-30 $30k 46 640.26
2025-03-31 $52k 91 566.16

More positions owned by Chevoit Value Management

Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Agnico Eagle Mines Stock (AEM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Johnson & Johnson Stock (JNJ)
Sprott Asset Management Lp Physical Gold An Cef (CEF)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Newmont Corp Stock (NEM)
Flexshares Iboxx 5 Year Target Duration Tips Index Fund Etf (TDTF)
Microsoft Corp Stock (MSFT)
Meta Platforms Inc Cl A Stock (META)
Visa Inc Com Cl A Stock (V)
Unilever Adr (UL)
Amazon Stock (AMZN)

View all positions for Chevoit Value Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
CI Private Wealth
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
LPL Financial

View all funds holding iShares S&P 500 Index