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iShares S&P 500 Value Index shares owned by LifeSteps Financial

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by LifeSteps Financial from 13F filings

Historical chart of LifeSteps Financial 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 LifeSteps Financial 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 LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $126k 673 186.81

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Invesco Qqq Trust Series I Etf (QQQ)
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Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Nvidia Corporation Stock (NVDA)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Value Etf Etf (VTV)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Us Bancorp Del Stock (USB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

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