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iShares S&P 500 Value Index shares owned by Decker Retirement Planning

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Decker Retirement Planning from 13F filings

Historical chart of Decker Retirement 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 Decker Retirement 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 Decker Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $26k 125 211.36
2024-12-31 $24k 124 190.88

More positions owned by Decker Retirement Planning

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust State Street Spd (XME)
Intel Corporation (INTC)
Warner Bros Discovery Com Ser A (WBD)
Vaneck Etf Trust Gold Miners Etf (GDX)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Index Fds Total Stk Mkt (VTI)
Seagate Technology Hldngs Pl Ord Shs (STX)
Micron Technology (MU)
Ishares Tr Esg Msci Usa Etf (USXF)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Lam Research Corp Com New (LRCX)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oracle Corporation (ORCL)
Life Time Group Holdings Common Stock (LTH)

View all positions for Decker Retirement Planning

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Envestnet Portfolio Solutions
Park Avenue Securities
Pnc Financial Services
Mml Investors Services
Lido Advisors

View all funds holding iShares S&P 500 Value Index