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iShares S&P 500 Value Index shares owned by Blue Chip Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Blue Chip Wealth Management from 13F filings

Historical chart of Blue Chip Wealth Management 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 Blue Chip Wealth Management 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 Blue Chip Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $1.1M 9.4k 112.41
2020-06-30 $1.0M 9.5k 108.17
2020-03-31 $930k 9.7k 96.30
2019-12-31 $1.2M 9.4k 130.12
2019-09-30 $1.1M 9.4k 119.16
2019-06-30 $1.1M 9.4k 116.60
2019-03-31 $1.1M 9.5k 112.71
2018-12-31 $932k 9.2k 101.17
2018-09-30 $1.1M 9.9k 115.87
2018-06-30 $1.1M 9.8k 110.10
2018-03-31 $1.1M 9.8k 109.38