iShares S&P 500 Value Index shares owned by Asset Planning Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $844k | 5.4k | 156.64 |
| 2021-09-30 | $794k | 5.5k | 145.34 |
| 2021-06-30 | $806k | 5.5k | 147.67 |
| 2021-03-31 | $780k | 5.5k | 141.18 |
| 2020-12-31 | $844k | 6.6k | 127.96 |
| 2020-09-30 | $837k | 7.4k | 112.44 |
| 2020-06-30 | $813k | 7.5k | 108.24 |
| 2020-03-31 | $764k | 7.9k | 96.23 |
| 2019-12-31 | $1.0M | 7.9k | 130.62 |
| 2019-09-30 | $974k | 8.2k | 119.19 |
| 2019-06-30 | $1.0M | 8.9k | 116.60 |
| 2019-03-31 | $1.0M | 8.9k | 112.73 |
| 2018-12-31 | $980k | 9.7k | 101.14 |
| 2018-09-30 | $1.1M | 9.7k | 113.78 |
| 2018-06-30 | $1.1M | 9.7k | 110.15 |
| 2018-03-31 | $1.1M | 10k | 109.33 |
| 2017-12-31 | $1.2M | 11k | 114.27 |
| 2017-09-30 | $1.3M | 12k | 107.93 |
| 2017-06-30 | $1.4M | 13k | 104.98 |
| 2017-03-31 | $1.4M | 14k | 104.02 |
| 2016-12-31 | $1.2M | 12k | 101.35 |
| 2016-09-30 | $1.1M | 12k | 95.00 |
| 2016-06-30 | $1.1M | 12k | 92.93 |
| 2016-03-31 | $1.1M | 12k | 89.97 |
| 2015-12-31 | $1.1M | 12k | 88.52 |
| 2015-09-30 | $988k | 12k | 84.01 |
| 2015-06-30 | $1.1M | 12k | 92.17 |