iShares S&P 500 Value Index shares owned by Planned Solutions
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 1.3k | 206.51 |
| 2025-06-30 | $248k | 1.3k | 195.42 |
| 2025-03-31 | $298k | 1.6k | 190.58 |
| 2024-12-31 | $242k | 1.3k | 190.88 |
| 2024-09-30 | $250k | 1.3k | 197.17 |
| 2024-06-30 | $231k | 1.3k | 182.01 |
| 2024-03-31 | $237k | 1.3k | 186.81 |
| 2023-12-31 | $220k | 1.3k | 173.89 |
| 2023-06-30 | $204k | 1.3k | 161.19 |
| 2021-12-31 | $605k | 3.9k | 156.57 |
| 2021-06-30 | $570k | 3.9k | 147.52 |
| 2021-03-31 | $450k | 3.2k | 141.38 |
| 2020-12-31 | $407k | 3.2k | 127.87 |
| 2020-09-30 | $384k | 3.4k | 112.41 |