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iShares S&P 500 Value Index shares owned by Planwiser Financial

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

Historical chart of Planwiser Financial 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 Planwiser 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 Planwiser Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 1.1k 212.07

More positions owned by Planwiser Financial

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Hdg Msci Eafe (HEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Schwab Strategic Tr Fundamental Emer (FNDE)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

View all positions for Planwiser Financial

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