iShares S&P 500 Value Index shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth 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 Tempus Wealth 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 Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 5.5k | 206.52 |
| 2025-06-30 | $1.3M | 6.9k | 195.43 |
| 2025-03-31 | $1.0M | 5.5k | 190.59 |
| 2024-12-31 | $557k | 2.9k | 190.90 |
| 2024-09-30 | $441k | 2.2k | 197.18 |
| 2024-06-30 | $309k | 1.7k | 182.02 |