iShares S&P 500 Value Index shares owned by Plan Group Financial
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Plan Group 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 Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $256k | 1.2k | 206.51 |
| 2025-06-30 | $230k | 1.2k | 195.42 |
| 2025-03-31 | $234k | 1.2k | 190.58 |
| 2024-12-31 | $492k | 2.6k | 190.88 |
| 2024-09-30 | $503k | 2.5k | 197.17 |
| 2024-06-30 | $1.0M | 5.7k | 182.01 |
| 2024-03-31 | $1.8M | 9.5k | 186.81 |
| 2023-12-31 | $201k | 1.2k | 173.89 |