iShares S&P 500 Value Index shares owned by Harbor Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Harbor Investment Advisory
from 13F filings
Historical chart of Harbor Investment Advisory investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Harbor Investment Advisory 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 Harbor Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 23k | 186.81 |
| 2023-12-31 | $3.8M | 22k | 173.89 |
| 2023-09-30 | $3.4M | 22k | 153.84 |
| 2023-06-30 | $3.6M | 22k | 161.19 |
| 2023-03-31 | $3.8M | 25k | 151.76 |
| 2022-12-31 | $3.6M | 25k | 145.07 |
| 2022-09-30 | $1.2M | 9.0k | 128.52 |
| 2022-06-30 | $802k | 5.8k | 137.54 |
| 2022-03-31 | $1.0M | 6.4k | 155.65 |
| 2021-12-31 | $875k | 5.6k | 156.59 |
| 2021-09-30 | $959k | 6.6k | 145.39 |
| 2021-06-30 | $654k | 4.4k | 147.70 |
| 2021-03-31 | $623k | 4.4k | 141.14 |
| 2020-12-31 | $373k | 2.9k | 127.96 |
| 2020-09-30 | $231k | 2.1k | 112.30 |
| 2020-06-30 | $254k | 2.3k | 108.32 |
| 2020-03-31 | $319k | 3.3k | 96.17 |
| 2019-12-31 | $432k | 3.3k | 130.24 |
More positions owned by Harbor Investment Advisory
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