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iShares S&P 500 Value Index shares owned by Estate Planners Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group 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 Estate Planners Group 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 Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $10k 49 211.33

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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Stifel Financial
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BlackRock
CWM
Envestnet Portfolio Solutions
Pnc Financial Services
Park Avenue Securities
Mml Investors Services
Lido Advisors
Raymond James Financial

View all funds holding iShares S&P 500 Value Index