iShares S&P 500 Value Index shares owned by Beacon Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beacon Financial Planning
from 13F filings
Historical chart of Beacon Financial Planning 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 Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Beacon Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $281k | 1.4k | 197.24 |
| 2024-06-30 | $258k | 1.4k | 182.04 |
| 2024-03-31 | $264k | 1.4k | 186.76 |
| 2023-12-31 | $244k | 1.4k | 173.92 |
| 2023-09-30 | $214k | 1.4k | 153.86 |
| 2023-06-30 | $224k | 1.4k | 161.21 |
| 2023-03-31 | $210k | 1.4k | 151.81 |
| 2022-12-31 | $200k | 1.4k | 145.08 |