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
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Quarterly reported holdings in iShares S&P 500 Value Index by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
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