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iShares S&P 500 Value Index shares owned by RCS Financial Planning

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

Historical chart of RCS Financial Planning 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 RCS Financial Planning 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 RCS Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 7.8k 197.16
2024-06-30 $1.4M 7.7k 182.00
2024-03-31 $1.5M 8.0k 186.80

More positions owned by RCS Financial Planning

Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for RCS Financial Planning

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index