iShares S&P 500 Value Index shares owned by Brown Miller Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Brown Miller Wealth Management
from 13F filings
Historical chart of Brown Miller Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Brown Miller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $482k | 2.6k | 186.75 |
| 2023-12-31 | $449k | 2.6k | 173.96 |
| 2023-09-30 | $403k | 2.6k | 153.82 |
| 2023-06-30 | $423k | 2.6k | 160.96 |
| 2023-03-31 | $399k | 2.6k | 151.83 |
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