iShares S&P 500 Value Index shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Independent Solutions Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Value Index by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 78k | 206.51 |
| 2025-06-30 | $15M | 78k | 195.42 |
| 2025-03-31 | $15M | 77k | 190.58 |
| 2024-12-31 | $15M | 78k | 190.88 |
| 2024-09-30 | $20M | 102k | 197.17 |
| 2024-06-30 | $20M | 112k | 182.01 |
| 2024-03-31 | $21M | 112k | 186.81 |
| 2023-12-31 | $20M | 114k | 173.89 |
| 2023-09-30 | $18M | 114k | 153.84 |
| 2023-06-30 | $20M | 126k | 161.19 |
| 2023-03-31 | $19M | 127k | 151.76 |
| 2022-12-31 | $19M | 131k | 145.07 |
| 2022-09-30 | $17M | 134k | 128.52 |
| 2022-06-30 | $19M | 136k | 137.46 |
| 2022-03-31 | $21M | 132k | 155.72 |
| 2021-12-31 | $21M | 132k | 156.63 |
| 2021-09-30 | $20M | 137k | 145.42 |
| 2021-06-30 | $23M | 157k | 147.64 |
| 2021-03-31 | $23M | 162k | 141.24 |
| 2020-12-31 | $20M | 158k | 128.02 |
| 2020-09-30 | $17M | 150k | 112.45 |
| 2020-06-30 | $16M | 148k | 108.21 |
| 2020-03-31 | $14M | 145k | 96.25 |
| 2019-12-31 | $19M | 142k | 130.09 |
More positions owned by Independent Solutions Wealth Management
View all positions for Independent Solutions Wealth Management