Per Stirling Capital Management »

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

Tip: Access up to 7 years of quarterly data

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
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

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core S&p Us Vlu (IUSV)
American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Per Stirling Capital Management

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
M^T Bank Corporation
Commonwealth Equity Services
Huntington National Bank
Park Avenue Securities

View all funds holding iShares S&P 500 Value Index