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iShares S&P 500 Value Index shares owned by Fee-Only Financial Planning, L.C.

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Fee-Only Financial Planning, L.C. from 13F filings

Historical chart of Fee-Only Financial Planning, L.C. 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 Fee-Only Financial Planning, L.C. 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 Fee-Only Financial Planning, L.C.

Quarter filed Position value Share count Share price at filing
2024-03-31 $246k 1.3k 186.81
2023-12-31 $229k 1.3k 173.89
2023-09-30 $205k 1.3k 153.84
2023-06-30 $215k 1.3k 161.19
2023-03-31 $202k 1.3k 151.76

More positions owned by Fee-Only Financial Planning, L.C.

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Bank of America Corporation (BAC)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Fee-Only Financial Planning, L.C.

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
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Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
Us Bancorp
CWM
Envestnet Portfolio Solutions
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index