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iShares S&P 500 Value Index shares owned by Partners Capital Investment Group

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

Historical chart of Partners Capital Investment Group 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 Partners Capital Investment Group 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 Partners Capital Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 27k 197.17
2024-06-30 $4.9M 27k 181.92
2024-03-31 $2.5M 14k 186.81
2023-12-31 $4.7M 27k 173.89
2023-09-30 $4.1M 27k 153.84
2023-06-30 $4.3M 27k 161.19
2023-03-31 $2.0M 13k 151.76
2022-12-31 $2.4M 16k 145.07
2022-09-30 $2.1M 16k 128.55
2022-06-30 $2.0M 15k 137.45
2022-03-31 $1.7M 11k 155.73

More positions owned by Partners Capital Investment Group

iShares Core S&P 500 ETF Core S&p500 Etf (IVV)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
Vanguard Value ETF Value Etf (VTV)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF Bloomberg 1-3 Month T-bill Etf (BIL)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Vanguard Intermediate-Term Treasury ETF Inter Term Treas (VGIT)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)
iShares Core S&P Total US Stock Market ETF Core S&p Ttl Stk (ITOT)

View all positions for Partners Capital Investment Group

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index