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iShares S&P 500 Value Index shares owned by Parsons Capital Management

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

Historical chart of Parsons Capital 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 Parsons Capital 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 Parsons Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $689k 3.5k 197.17
2024-06-30 $671k 3.7k 182.01
2024-03-31 $688k 3.7k 186.81
2023-12-31 $678k 3.9k 173.89
2023-09-30 $718k 4.7k 153.84
2023-06-30 $709k 4.4k 161.19
2023-03-31 $668k 4.4k 151.76
2022-12-31 $640k 4.4k 145.07
2022-09-30 $521k 4.1k 128.58
2022-06-30 $421k 3.1k 137.40
2022-03-31 $462k 3.0k 155.87
2015-03-31 $74k 800 92.50