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iShares S&P 500 Value Index shares owned by BAM Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by BAM Wealth Management from 13F filings

Historical chart of BAM 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 BAM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by BAM Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $778k 3.7k 211.15
2025-12-31 $752k 3.5k 212.07
2025-09-30 $583k 2.8k 206.51

More positions owned by BAM Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
Apple (AAPL)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Wal-Mart Stores (WMT)
Broadcom (AVGO)

View all positions for BAM Wealth Management

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