iShares S&P 500 Value Index shares owned by Appropriate Balance Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Appropriate Balance Financial Services
from 13F filings
Historical chart of Appropriate Balance Financial Services investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Appropriate Balance Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-09-30 | $116k | 13k | 9.27 |
| 2017-06-30 | $115k | 12k | 9.53 |
| 2017-03-31 | $120k | 13k | 9.61 |
| 2016-12-31 | $12M | 121k | 101.37 |
| 2016-09-30 | $12M | 121k | 94.96 |
| 2016-06-30 | $12M | 124k | 92.89 |
| 2016-03-31 | $13M | 143k | 89.92 |
| 2015-12-31 | $13M | 151k | 88.53 |
More positions owned by Appropriate Balance Financial Services
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