iShares S&P 500 Value Index shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling 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 Sterling Financial Planning 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 Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.8M | 23k | 206.51 |
| 2025-06-30 | $4.5M | 23k | 195.42 |
| 2025-03-31 | $4.5M | 23k | 190.58 |
| 2024-12-31 | $4.5M | 23k | 190.88 |
| 2024-09-30 | $4.7M | 24k | 197.17 |
| 2024-06-30 | $4.4M | 24k | 182.01 |
| 2024-03-31 | $4.6M | 25k | 186.81 |
| 2023-12-31 | $4.3M | 25k | 173.89 |
| 2023-09-30 | $3.7M | 24k | 153.84 |
| 2023-06-30 | $4.0M | 25k | 161.19 |
| 2023-03-31 | $3.8M | 25k | 151.76 |
| 2022-12-31 | $3.7M | 26k | 145.07 |
| 2022-09-30 | $3.3M | 26k | 128.51 |
| 2022-06-30 | $3.7M | 27k | 137.45 |
| 2022-03-31 | $4.2M | 27k | 155.73 |
| 2021-12-31 | $4.2M | 27k | 156.62 |
| 2021-09-30 | $4.0M | 27k | 145.43 |
| 2021-06-30 | $4.0M | 27k | 147.64 |
| 2021-03-31 | $3.8M | 27k | 141.24 |
| 2020-12-31 | $3.4M | 27k | 128.01 |
More positions owned by Sterling Financial Planning
View all positions for Sterling Financial Planning