iShares S&P 500 Value Index shares owned by Beacon Bridge Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Beacon Bridge Wealth Partners
from 13F filings
Historical chart of Beacon Bridge Wealth Partners investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Beacon Bridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 1.9k | 206.46 |
| 2025-06-30 | $358k | 1.8k | 195.45 |
| 2025-03-31 | $349k | 1.8k | 190.58 |
| 2024-12-31 | $349k | 1.8k | 190.86 |
| 2024-09-30 | $361k | 1.8k | 197.19 |
| 2024-06-30 | $333k | 1.8k | 181.96 |
| 2024-03-31 | $341k | 1.8k | 186.83 |
| 2023-12-31 | $244k | 1.4k | 173.87 |
| 2023-09-30 | $206k | 1.3k | 153.83 |
| 2023-06-30 | $209k | 1.3k | 161.18 |
| 2023-03-31 | $358k | 2.4k | 151.76 |
| 2022-12-31 | $534k | 3.7k | 145.06 |
More positions owned by Beacon Bridge Wealth Partners
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