iShares S&P 500 Value Index shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 8.3k | 206.52 |
| 2025-06-30 | $1.6M | 8.3k | 195.43 |
| 2025-03-31 | $1.6M | 8.3k | 190.59 |
| 2024-12-31 | $1.6M | 8.5k | 190.87 |
| 2024-09-30 | $1.6M | 8.3k | 197.18 |
| 2024-03-31 | $1.6M | 8.3k | 186.81 |
| 2023-12-31 | $1.5M | 8.4k | 173.89 |
| 2023-09-30 | $1.3M | 8.6k | 153.84 |
| 2023-06-30 | $1.4M | 8.7k | 161.19 |
| 2023-03-31 | $1.3M | 8.8k | 151.76 |
| 2022-12-31 | $1.3M | 8.7k | 145.07 |
| 2022-09-30 | $1.1M | 8.9k | 128.51 |
| 2022-06-30 | $1.2M | 8.7k | 137.44 |
| 2022-03-31 | $1.4M | 9.0k | 155.75 |
| 2021-12-31 | $1.4M | 8.9k | 152.47 |
| 2021-09-30 | $1.4M | 8.9k | 154.04 |
| 2021-06-30 | $1.3M | 8.8k | 149.06 |
| 2021-03-31 | $928k | 6.4k | 144.10 |
| 2020-12-31 | $812k | 6.3k | 128.08 |
| 2020-09-30 | $728k | 6.2k | 116.67 |
| 2020-06-30 | $714k | 6.6k | 108.61 |
| 2020-03-31 | $682k | 6.6k | 102.88 |
| 2019-12-31 | $825k | 6.3k | 130.06 |
More positions owned by Stonebridge Financial Planning Group
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