iShares S&P 500 Index shares owned by Independence Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Independence Advisors
from 13F filings
Historical chart of Independence Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Independence Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $766k | 2.3k | 336.11 |
| 2020-06-30 | $706k | 2.3k | 309.79 |
| 2020-03-31 | $606k | 2.3k | 258.20 |
| 2019-12-31 | $696k | 2.2k | 322.97 |
| 2019-09-30 | $644k | 2.2k | 298.42 |
| 2019-06-30 | $643k | 2.2k | 294.68 |
| 2019-03-31 | $966k | 3.4k | 284.62 |
| 2018-12-31 | $359k | 1.4k | 251.75 |
| 2018-09-30 | $422k | 1.4k | 293.06 |
| 2018-06-30 | $373k | 1.4k | 273.26 |
| 2018-03-31 | $365k | 1.4k | 265.45 |
| 2017-12-31 | $373k | 1.4k | 268.54 |
| 2017-09-30 | $365k | 1.4k | 252.95 |
| 2017-06-30 | $341k | 1.4k | 243.40 |
| 2017-03-31 | $332k | 1.4k | 236.97 |
| 2016-12-31 | $310k | 1.4k | 225.13 |
| 2016-09-30 | $299k | 1.4k | 217.45 |
| 2016-06-30 | $306k | 1.5k | 210.31 |