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
Download as csv Download as ExcelQuarterly 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 |
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