iShares S&P 500 Value Index shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.2M | 15k | 211.15 |
| 2025-09-30 | $3.2M | 15k | 206.52 |
| 2025-06-30 | $3.2M | 16k | 195.42 |
| 2025-03-31 | $2.1M | 11k | 190.58 |
| 2024-12-31 | $3.2M | 17k | 190.89 |
| 2024-09-30 | $3.3M | 17k | 197.18 |
| 2024-06-30 | $1.3M | 6.9k | 182.03 |
| 2024-03-31 | $3.1M | 17k | 186.81 |
| 2023-12-31 | $2.8M | 16k | 173.89 |
| 2023-09-30 | $656k | 4.3k | 153.84 |
| 2023-06-30 | $692k | 4.3k | 161.19 |
| 2023-03-31 | $544k | 3.6k | 151.76 |
| 2022-12-31 | $464k | 3.2k | 145.07 |
| 2022-09-30 | $388k | 3.0k | 128.52 |
| 2022-06-30 | $414k | 3.0k | 137.46 |
| 2022-03-31 | $869k | 5.6k | 155.72 |
| 2021-12-31 | $583k | 3.7k | 156.63 |
| 2021-09-30 | $377k | 2.6k | 145.42 |
| 2021-06-30 | $616k | 4.2k | 147.64 |
| 2021-03-31 | $531k | 3.8k | 141.24 |
| 2020-12-31 | $259k | 2.0k | 128.02 |
More positions owned by Independent Financial Group
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