iShares S&P 500 Value Index shares owned by Planning Center
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Planning Center
from 13F filings
Historical chart of Planning Center investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Planning Center
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $443k | 2.2k | 197.17 |
| 2024-06-30 | $428k | 2.4k | 182.01 |
| 2024-03-31 | $452k | 2.4k | 186.81 |
| 2023-12-31 | $1.0M | 5.9k | 173.89 |
| 2023-09-30 | $903k | 5.9k | 153.84 |
| 2023-06-30 | $1.0M | 6.5k | 161.19 |
| 2023-03-31 | $990k | 6.5k | 152.65 |
| 2022-12-31 | $941k | 6.5k | 145.07 |
| 2022-09-30 | $845k | 6.5k | 130.28 |
| 2022-06-30 | $895k | 6.5k | 137.99 |
| 2022-03-31 | $1.0M | 6.5k | 155.72 |
| 2021-12-31 | $1.0M | 6.5k | 156.18 |