iShares S&P 500 Value Index shares owned by Professional Planning
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Professional Planning
from 13F filings
Historical chart of Professional Planning investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Professional Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $616k | 4.2k | 145.39 |
| 2021-06-30 | $509k | 3.4k | 147.62 |
| 2021-03-31 | $408k | 2.9k | 141.08 |
| 2020-12-31 | $428k | 3.3k | 128.07 |
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