iShares S&P 500 Value Index shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Total 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 Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 9.0k | 206.51 |
| 2025-06-30 | $1.8M | 9.1k | 195.42 |
| 2025-03-31 | $1.7M | 9.1k | 190.58 |
| 2024-12-31 | $2.0M | 10k | 190.88 |
| 2024-09-30 | $2.0M | 10k | 197.17 |
| 2024-06-30 | $2.0M | 11k | 189.28 |
| 2024-03-31 | $2.0M | 11k | 186.81 |
| 2023-12-31 | $1.9M | 11k | 173.89 |
| 2023-09-30 | $2.0M | 13k | 153.84 |
| 2023-06-30 | $2.1M | 13k | 161.19 |
| 2023-03-31 | $2.0M | 13k | 151.76 |
| 2022-12-31 | $2.0M | 14k | 145.07 |
| 2022-09-30 | $1.7M | 13k | 128.51 |
| 2022-06-30 | $1.8M | 13k | 137.47 |
| 2022-03-31 | $2.1M | 13k | 155.73 |
| 2021-12-31 | $1.2M | 10k | 112.72 |
| 2021-09-30 | $1.9M | 13k | 145.39 |
| 2021-06-30 | $1.9M | 13k | 147.63 |
| 2021-03-31 | $1.9M | 13k | 141.21 |
| 2020-12-31 | $1.7M | 13k | 128.02 |
| 2020-09-30 | $1.5M | 13k | 112.46 |
| 2020-06-30 | $1.4M | 13k | 108.22 |
| 2020-03-31 | $1.4M | 15k | 96.24 |
| 2019-12-31 | $1.3M | 10k | 130.09 |
| 2019-09-30 | $1.2M | 10k | 119.12 |
| 2019-06-30 | $1.2M | 10k | 116.57 |
| 2019-03-31 | $1.2M | 10k | 112.72 |
| 2018-12-31 | $1.1M | 11k | 101.17 |