iShares S&P 500 Value Index shares owned by Per Stirling Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Per Stirling Capital Management
from 13F filings
Historical chart of Per Stirling Capital Management investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Per Stirling 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 Per Stirling Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 107k | 206.51 |
| 2025-06-30 | $21M | 108k | 195.42 |
| 2025-03-31 | $29M | 154k | 190.58 |
| 2024-12-31 | $28M | 147k | 190.88 |
| 2024-09-30 | $38M | 192k | 197.17 |
| 2024-03-31 | $29M | 153k | 186.81 |
| 2023-12-31 | $34M | 194k | 173.89 |
| 2023-09-30 | $24M | 157k | 153.84 |
| 2023-06-30 | $24M | 150k | 161.19 |
| 2023-03-31 | $26M | 168k | 151.76 |
| 2022-12-31 | $29M | 197k | 145.07 |
More positions owned by Per Stirling Capital Management
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