iShares S&P 500 Value Index shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 8.5k | 206.51 |
| 2025-06-30 | $1.7M | 8.9k | 195.42 |
| 2025-03-31 | $1.7M | 8.9k | 190.57 |
| 2024-12-31 | $1.7M | 9.0k | 190.88 |
| 2024-09-30 | $1.8M | 9.2k | 197.17 |
| 2024-06-30 | $1.7M | 9.5k | 182.01 |
| 2024-03-31 | $1.8M | 9.5k | 186.81 |
| 2023-12-31 | $1.7M | 9.8k | 173.89 |
| 2023-09-30 | $1.4M | 9.4k | 153.84 |
| 2023-06-30 | $1.7M | 10k | 161.19 |
| 2023-03-31 | $1.6M | 10k | 151.76 |
| 2022-12-31 | $1.4M | 9.9k | 145.07 |
| 2022-09-30 | $1.4M | 11k | 128.55 |
| 2022-06-30 | $1.7M | 12k | 137.47 |
| 2022-03-31 | $3.8M | 24k | 155.72 |
| 2021-12-31 | $4.1M | 26k | 156.63 |
| 2021-09-30 | $4.0M | 27k | 145.42 |
| 2021-06-30 | $4.1M | 28k | 147.66 |
| 2021-03-31 | $3.6M | 26k | 141.25 |
| 2020-12-31 | $2.7M | 21k | 128.00 |
| 2020-09-30 | $2.1M | 19k | 112.42 |
| 2020-06-30 | $2.0M | 18k | 108.21 |
| 2020-03-31 | $1.8M | 19k | 96.27 |
| 2019-12-31 | $2.3M | 18k | 130.09 |
More positions owned by Procyon Private Wealth Partners
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