iShares S&P 500 Value Index shares owned by Independent Wealth Network
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Independent Wealth Network
from 13F filings
Historical chart of Independent Wealth Network investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Independent Wealth Network
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $599k | 2.9k | 206.49 |
| 2025-06-30 | $510k | 2.6k | 195.44 |
| 2025-03-31 | $498k | 2.6k | 190.59 |
| 2024-12-31 | $507k | 2.7k | 190.91 |
| 2024-09-30 | $607k | 3.1k | 197.16 |
| 2024-06-30 | $588k | 3.2k | 182.02 |
| 2024-03-31 | $598k | 3.2k | 186.82 |
| 2023-12-31 | $557k | 3.2k | 173.91 |
| 2023-09-30 | $497k | 3.2k | 153.85 |
| 2023-06-30 | $521k | 3.2k | 161.20 |
| 2022-06-30 | $832k | 6.1k | 137.43 |
| 2022-03-31 | $1.3M | 8.0k | 155.75 |
| 2021-12-31 | $523k | 3.3k | 156.54 |
| 2021-09-30 | $512k | 3.3k | 153.94 |
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