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iShares S&P 500 Value Index shares owned by Prosperity Consulting Group

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

Historical chart of Prosperity Consulting Group 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 Prosperity Consulting Group 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 Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 6.5k 206.52
2025-06-30 $338k 1.7k 195.45
2025-03-31 $310k 1.6k 190.59
2024-12-31 $312k 1.6k 190.88
2024-09-30 $244k 1.2k 197.17

More positions owned by Prosperity Consulting Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Prosperity Consulting Group

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