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
Download as csvQuarterly reported holdings in iShares S&P 500 Value Index by Parsons Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $238k | 1.2k | 206.51 |
| 2025-06-30 | $223k | 1.1k | 195.42 |
| 2025-03-31 | $217k | 1.1k | 190.58 |
| 2024-12-31 | $659k | 3.5k | 190.88 |
| 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 |
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