Ownership history in SPC Financial, Inc. · 60 quarters on record
This page tracks every 13F SEC filing in which SPC Financial, Inc. reported a position in ISHARES TR LARGE VAL INDX (ILCV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 245,889 | -848 | -0.3% | 1.73% | $22.1M | $89.22 |
| 2025 Q2 | REDUCED | 246,737 | -2,206 | -0.9% | 1.72% | $20.6M | $82.28 |
| 2025 Q1 | REDUCED | 248,943 | -680 | -0.3% | 1.78% | $20.3M | $79.97 |
| 2024 Q4 | ADDED | 249,623 | +5,816 | +2.4% | 1.76% | $20.2M | $79.14 |
| 2024 Q3 | REDUCED | 243,807 | -9,673 | -3.8% | 1.77% | $20.0M | $79.91 |
| 2024 Q2 | REDUCED | 253,480 | -354 | -0.1% | 1.79% | $19.3M | $73.77 |
| 2024 Q1 | ADDED | 253,834 | +1,775 | +0.7% | 1.83% | $19.5M | $73.94 |
| 2023 Q4 | REDUCED | 252,059 | -5,781 | -2.2% | 1.81% | $17.8M | $67.62 |
| 2023 Q3 | REDUCED | 257,840 | -2,704 | -1.0% | 1.87% | $16.7M | $61.60 |
| 2023 Q2 | ADDED | 260,544 | +4,561 | +1.8% | 1.88% | $17.3M | $62.83 |
As of 2025 Q4 — sorted by position size