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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
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)
iShares MSCI Emerging Markets ex China ETF Etf - Equity (EMXC)
Vanguard Value ETF Value Etf (VTV)
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG)
Ssga Active Etf Tr blkstn gsosrln (SRLN)
SPDR S&P 500 ETF Trust Tr Unit (SPY)
Vanguard Total World Stock ETF Tt Wrld St Etf (VT)
iShares TIPS Bond ETF Tips Bd Etf (TIP)
iShares Currency Hedged MSCI EAFE ETF Hdg Msci Eafe (HEFA)
Vanguard Mun Bd Fd In mutual (VWSUX)
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd (IEF)
iShares 0-5 Year TIPS Bond ETF 0-5 Yr Tips Etf (STIP)
Xtrackers MSCI Japan Hedged Equity ETF Xtrack Msci Japn (DBJP)

View all positions for Partners Capital Investment Group

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Wells Fargo & Company
Bank of America Corporation
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
CWM
Us Bancorp
Royal Bank of Canada
Mariner Wealth Advisors
Commonwealth Equity Services
M^T Bank Corporation
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index