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 |
|---|---|---|---|
| 2025-12-31 | $5.2M | 25k | 212.07 |
| 2025-09-30 | $3.4M | 17k | 206.51 |
| 2025-06-30 | $2.8M | 14k | 195.42 |
| 2025-03-31 | $2.1M | 11k | 190.59 |
| 2024-12-31 | $1.5M | 7.6k | 190.89 |
| 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 |