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iShares S&P 500 Value Index shares owned by Persium Advisors

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

Historical chart of Persium Advisors 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 Persium Advisors 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 Persium Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 1.1k 206.51
2025-06-30 $220k 1.1k 195.42
2025-03-31 $215k 1.1k 190.58
2024-12-31 $215k 1.1k 190.88

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Apple (AAPL)
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Microsoft Corporation (MSFT)
ConocoPhillips (COP)
JPMorgan Chase & Co. (JPM)
Dell Technologies (DELL)
At&t (T)
Amazon (AMZN)
Lam Research (LRCX)
International Business Machines (IBM)

View all positions for Persium Advisors

Top funds holding iShares S&P 500 Value Index

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