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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
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