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

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

Historical chart of Braeburn 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 Braeburn 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 Braeburn Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 8.3k 212.10

More positions owned by Braeburn Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Gold Tr Ishares New (IAU)
Fidelity Covington Trust Int Vl Fct Etf (FIVA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr State Street Uti (XLU)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Amazon (AMZN)
Spdr Series Trust State Street Spd (XBI)
Simon Property (SPG)

View all positions for Braeburn Wealth Management

Top funds holding iShares S&P 500 Value Index

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UBS Group
Cetera Investment Advisers
Ameriprise Financial
Stifel Financial
CWM
Park Avenue Securities
Pnc Financial Services
BlackRock
Lido Advisors
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding iShares S&P 500 Value Index