iShares S&P 500 Value Index shares owned by Vertex Planning Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Vertex Planning Partners
from 13F filings
Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 26k | 197.17 |
| 2024-06-30 | $4.6M | 25k | 182.01 |
| 2024-03-31 | $3.7M | 20k | 186.81 |
| 2023-12-31 | $237k | 1.4k | 173.89 |
| 2023-09-30 | $209k | 1.4k | 153.84 |
| 2023-06-30 | $219k | 1.4k | 161.19 |
| 2023-03-31 | $207k | 1.4k | 151.76 |
| 2022-12-31 | $258k | 1.8k | 145.07 |