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iShares S&P 500 Value Index shares owned by Planning Directions

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

Historical chart of Planning Directions investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Planning Directions 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 Planning Directions

Quarter filed Position value Share count Share price at filing
2026-03-31 $22M 106k 211.15

More positions owned by Planning Directions

Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Victory Portfolios Ii Core Intermediat (UITB)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Planning Directions

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
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Stifel Financial
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BlackRock
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Envestnet Portfolio Solutions
Pnc Financial Services
Park Avenue Securities
Mml Investors Services
Lido Advisors
Raymond James Financial

View all funds holding iShares S&P 500 Value Index