iShares S&P 500 Value Index shares owned by Independence Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Independence Advisors
from 13F filings
Historical chart of Independence Advisors investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Independence Advisors 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 Independence Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $15M | 135k | 112.45 |
| 2020-06-30 | $15M | 136k | 108.21 |
| 2020-03-31 | $13M | 139k | 96.25 |
| 2019-12-31 | $13M | 98k | 130.09 |
| 2019-09-30 | $3.5M | 29k | 119.13 |
| 2019-06-30 | $3.5M | 30k | 116.57 |
| 2019-03-31 | $3.4M | 30k | 112.73 |
| 2018-12-31 | $3.0M | 30k | 101.14 |
| 2018-09-30 | $3.5M | 30k | 115.83 |
| 2018-06-30 | $3.3M | 30k | 110.13 |
| 2018-03-31 | $4.0M | 37k | 109.33 |
| 2017-12-31 | $3.5M | 31k | 114.24 |
| 2017-09-30 | $3.3M | 31k | 107.89 |
| 2017-06-30 | $3.3M | 31k | 104.97 |
| 2017-03-31 | $3.4M | 33k | 104.04 |
| 2016-12-31 | $3.4M | 34k | 101.38 |
| 2016-09-30 | $3.3M | 35k | 94.96 |
| 2016-06-30 | $3.2M | 35k | 92.90 |