iShares S&P 500 Value Index shares owned by Independence Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Independence Wealth Advisors
from 13F filings
Historical chart of Independence Wealth Advisors investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Independence Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $963k | 7.5k | 128.04 |
| 2020-09-30 | $846k | 7.5k | 112.41 |
| 2020-06-30 | $777k | 7.2k | 108.19 |
| 2020-03-31 | $5.3M | 56k | 96.23 |
| 2019-12-31 | $7.2M | 55k | 130.09 |
| 2019-09-30 | $7.0M | 58k | 119.15 |
| 2019-06-30 | $7.1M | 61k | 116.56 |
| 2019-03-31 | $6.7M | 59k | 112.73 |
| 2018-12-31 | $8.1M | 80k | 101.14 |
| 2018-09-30 | $9.3M | 80k | 115.84 |
| 2018-06-30 | $8.9M | 81k | 110.12 |
| 2018-03-31 | $8.7M | 80k | 109.34 |
| 2017-12-31 | $9.3M | 81k | 114.24 |
More positions owned by Independence Wealth Advisors
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