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iShares S&P 500 Value Index shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners 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 Financial Life Planners 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 Financial Life Planners

Quarter filed Position value Share count Share price at filing
2026-03-31 $117k 555 211.06
2025-09-30 $114k 550 206.55
2025-03-31 $124k 649 190.71
2024-12-31 $124k 647 190.85

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Ishares Tr Core S&p500 Etf Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Palantir Technologies (PLTR)
Berkshire Hathaway (BRK.B)
Microsoft Corporation (MSFT)
Robinhood Mkts (HOOD)
Costco Wholesale Corporation (COST)
Vanguard World Fd Mega Grwth Ind Mutual fund (MGK)
SPDR S&P MidCap 400 ETF (MDY)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
SPDR Dow Jones Industrial Average ETF (DIA)
Wisdomtree Bitcoin Fd Shs Ben Int Etf (BTCW)

View all positions for Financial Life Planners

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Cetera Investment Advisers
Stifel Financial
Ameriprise Financial
BlackRock
CWM
Pnc Financial Services
Park Avenue Securities
Envestnet Portfolio Solutions
Lido Advisors

View all funds holding iShares S&P 500 Value Index