iShares S&P 500 Value Index shares owned by BBR Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by BBR Partners
from 13F filings
Historical chart of BBR Partners investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by BBR Partners 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 BBR Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 6.4k | 197.17 |
| 2024-06-30 | $1.2M | 6.4k | 182.01 |
| 2024-03-31 | $1.2M | 6.4k | 186.81 |
| 2023-09-30 | $837k | 5.4k | 153.84 |
| 2023-06-30 | $639k | 4.0k | 161.19 |
| 2020-06-30 | $1.5M | 14k | 108.22 |
| 2020-03-31 | $1.4M | 15k | 96.22 |
| 2019-12-31 | $2.0M | 15k | 130.07 |
| 2019-09-30 | $1.7M | 14k | 119.13 |
| 2016-12-31 | $455k | 4.5k | 101.43 |