iShares S&P 500 Value Index shares owned by Fee-Only Financial Planning, L.C.
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fee-Only Financial Planning, L.C.
from 13F filings
Historical chart of Fee-Only Financial Planning, L.C. 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 Fee-Only Financial Planning, L.C. 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 Fee-Only Financial Planning, L.C.
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $246k | 1.3k | 186.81 |
2023-12-31 | $229k | 1.3k | 173.89 |
2023-09-30 | $205k | 1.3k | 153.84 |
2023-06-30 | $215k | 1.3k | 161.19 |
2023-03-31 | $202k | 1.3k | 151.76 |
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