iShares S&P 500 Value Index shares owned by Spectrum Planning & Advisory Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Spectrum Planning & Advisory Services
from 13F filings
Historical chart of Spectrum Planning & Advisory Services 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 Spectrum Planning & Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Spectrum Planning & Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $902k | 4.4k | 206.51 |
| 2025-06-30 | $970k | 5.0k | 195.42 |
| 2025-03-31 | $2.2M | 12k | 190.58 |
| 2024-12-31 | $4.0M | 21k | 190.88 |
| 2024-09-30 | $3.8M | 20k | 197.17 |
| 2024-06-30 | $3.2M | 18k | 181.83 |
More positions owned by Spectrum Planning & Advisory Services
View all positions for Spectrum Planning & Advisory Services