Phillips Financial Management »

iShares S&P 500 Value Index shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management investment in iShares S&P 500 Value Index

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All positions including iShares S&P 500 Value Index held by Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $37M 179k 206.51
2025-06-30 $35M 181k 195.42
2025-03-31 $35M 183k 190.58
2024-12-31 $37M 193k 190.88
2024-09-30 $49M 250k 197.17
2024-06-30 $48M 265k 182.01
2024-03-31 $51M 275k 186.81
2023-12-31 $49M 284k 173.89
2023-09-30 $45M 290k 153.84
2023-06-30 $48M 299k 161.19
2023-03-31 $51M 337k 151.76
2022-12-31 $49M 339k 145.07
2022-09-30 $46M 356k 128.52
2022-06-30 $50M 364k 137.46
2022-03-31 $56M 362k 155.75
2021-12-31 $54M 347k 156.63
2021-09-30 $49M 340k 145.42
2021-06-30 $49M 333k 147.64
2021-03-31 $47M 334k 141.24
2020-12-31 $42M 325k 128.02
2020-09-30 $35M 314k 112.45
2020-06-30 $33M 307k 108.21
2020-03-31 $29M 316k 91.94
2019-12-31 $44M 341k 130.09
2019-09-30 $40M 337k 119.14
2019-06-30 $39M 330k 117.44
2019-03-31 $37M 326k 114.20
2018-12-31 $32M 319k 101.14
2018-09-30 $38M 331k 116.30
2018-06-30 $39M 350k 110.03
2018-03-31 $38M 349k 108.23
2017-12-31 $41M 353k 116.27
2017-09-30 $39M 359k 107.91
2017-06-30 $38M 357k 106.35
2017-03-31 $36M 349k 102.39
2016-12-31 $35M 345k 102.32
2016-09-30 $32M 343k 93.60
2016-06-30 $33M 346k 95.57
2016-03-31 $31M 344k 90.26
2015-12-31 $28M 336k 81.99
2015-09-30 $28M 326k 86.99
2015-06-30 $30M 322k 93.85
2015-03-31 $30M 318k 94.27
2014-12-31 $29M 312k 91.85
2014-09-30 $27M 307k 87.38
2014-06-30 $28M 310k 90.56
2014-03-31 $27M 307k 87.16
2013-12-31 $26M 305k 84.81
2013-09-30 $24M 306k 78.70
2013-06-30 $24M 304k 79.24
2012-09-30 $21M 312k 65.95
2012-06-30 $19M 309k 61.85
2012-03-31 $20M 304k 64.65
2011-09-30 $17M 319k 51.58
2011-06-30 $19M 304k 61.39
2011-03-31 $19M 301k 63.31

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Phillips Financial Management

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