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

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

Historical chart of Meramec Financial 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 Meramec Financial 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 Meramec Financial Planners

Quarter filed Position value Share count Share price at filing
2025-12-31 $475k 2.1k 222.11

More positions owned by Meramec Financial Planners

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Meramec Financial Planners

Top funds holding iShares S&P 500 Value Index

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

View all funds holding iShares S&P 500 Value Index