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iShares S&P 500 Value Index shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial 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 LifeSteps Financial 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 LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 982 206.51
2024-03-31 $126k 673 186.81

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View all positions for LifeSteps Financial

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