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

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

Historical chart of Pennsylvania 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 Pennsylvania 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 Pennsylvania Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $202k 1.1k 190.88
2024-09-30 $209k 1.1k 197.17

More positions owned by Pennsylvania Capital Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
J P Morgan Exchange Traded F Income Etf (JPIE)
NVIDIA Corporation (NVDA)
T Rowe Price Etf Floating Rate (TFLR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vulcan Materials Company (VMC)

View all positions for Pennsylvania Capital Management

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index