iShares S&P 500 Value Index shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Partners in Financial 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 Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 1.4k | 206.54 |
| 2025-06-30 | $267k | 1.4k | 195.35 |
| 2025-03-31 | $260k | 1.4k | 190.55 |
| 2024-09-30 | $344k | 1.7k | 197.12 |
| 2024-06-30 | $321k | 1.8k | 181.97 |
| 2024-03-31 | $345k | 1.8k | 186.85 |
| 2023-12-31 | $223k | 1.3k | 173.89 |
| 2023-09-30 | $285k | 1.9k | 153.85 |
| 2023-06-30 | $300k | 1.9k | 161.20 |
| 2023-03-31 | $276k | 1.8k | 151.74 |
| 2022-12-31 | $265k | 1.8k | 145.70 |
| 2022-09-30 | $268k | 1.8k | 147.68 |
| 2022-06-30 | $263k | 1.8k | 145.24 |
| 2022-03-31 | $276k | 1.8k | 152.76 |
| 2021-12-31 | $277k | 1.8k | 153.51 |
| 2021-09-30 | $262k | 1.8k | 145.42 |
| 2021-06-30 | $268k | 1.8k | 147.66 |
More positions owned by Partners in Financial Planning
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