iShares S&P 500 Value Index shares owned by Parsec Financial Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Parsec Financial Management
from 13F filings
Historical chart of Parsec Financial 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 Parsec Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Value Index by Parsec Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-03-31 | $210k | 1.4k | 151.80 |
2022-12-31 | $205k | 1.4k | 145.11 |
2022-06-30 | $214k | 1.6k | 137.80 |
2022-03-31 | $242k | 1.6k | 155.83 |
2021-12-31 | $311k | 2.0k | 156.60 |
2021-09-30 | $307k | 2.0k | 154.58 |
2021-06-30 | $262k | 1.8k | 147.52 |
2021-03-31 | $272k | 1.9k | 141.23 |
2020-03-31 | $233k | 2.4k | 96.40 |
2019-12-31 | $234k | 1.8k | 130.14 |
More positions owned by Parsec Financial Management
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