iShares S&P 500 Value Index shares owned by Retirement Planning Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group 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 Retirement Planning Group 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 Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 1.0k | 206.51 |
| 2012-12-31 | $24k | 356 | 67.42 |
| 2012-09-30 | $23k | 356 | 64.61 |
| 2012-06-30 | $22k | 356 | 61.80 |
| 2012-03-31 | $23k | 356 | 64.61 |
| 2011-12-31 | $68k | 1.2k | 57.58 |
| 2011-09-30 | $62k | 1.2k | 52.50 |
| 2010-12-31 | $79k | 1.3k | 63.24 |