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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

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Quarterly 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