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iShares S&P 500 Value Index shares owned by Oath Planning

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

Historical chart of Oath 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 Oath 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 Oath Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $308k 1.5k 211.09

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Vanguard Bd Index Fds Short Trm Bond (BSV)
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American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Index Fds Value Etf (VTV)
PNC Financial Services (PNC)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
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HEICO Corporation (HEI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Oath Planning

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
LPL Financial
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
Raymond James Financial
Mml Investors Services

View all funds holding iShares S&P 500 Value Index