iShares S&P 500 Value Index shares owned by Harwood Advisory
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Harwood Advisory
from 13F filings
Historical chart of Harwood Advisory investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Harwood Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $107k | 516 | 206.80 |
| 2025-06-30 | $103k | 524 | 195.68 |
| 2025-03-31 | $140k | 734 | 191.13 |
| 2024-12-31 | $140k | 734 | 191.13 |
| 2024-09-30 | $189k | 956 | 197.24 |
| 2022-09-30 | $256k | 1.9k | 133.33 |
| 2022-06-30 | $296k | 2.1k | 144.04 |
| 2022-03-31 | $408k | 2.6k | 155.84 |
| 2021-12-31 | $416k | 2.7k | 153.90 |
| 2021-09-30 | $407k | 2.8k | 145.51 |
| 2021-06-30 | $415k | 2.8k | 147.53 |
| 2021-03-31 | $427k | 3.0k | 141.02 |
| 2020-12-31 | $508k | 4.0k | 127.96 |
| 2020-09-30 | $442k | 3.9k | 112.30 |
| 2020-06-30 | $1.3M | 12k | 108.14 |
| 2020-03-31 | $1.2M | 13k | 96.20 |
| 2019-12-31 | $1.8M | 14k | 130.12 |
| 2019-09-30 | $1.7M | 15k | 119.13 |
| 2019-06-30 | $1.9M | 16k | 116.57 |
| 2019-03-31 | $1.9M | 17k | 112.74 |
| 2018-12-31 | $1.8M | 17k | 101.21 |
| 2018-09-30 | $2.7M | 23k | 115.79 |
| 2018-06-30 | $2.6M | 24k | 109.86 |
| 2018-03-31 | $2.6M | 24k | 109.27 |
| 2017-12-31 | $3.0M | 26k | 114.25 |
| 2017-09-30 | $2.8M | 26k | 107.93 |
| 2017-06-30 | $2.2M | 21k | 104.98 |
| 2017-03-31 | $1.7M | 17k | 104.02 |
| 2016-12-31 | $1.1M | 11k | 101.34 |