iShares S&P 500 Value Index shares owned by Brand Asset Management Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Brand Asset Management Group
from 13F filings
Historical chart of Brand Asset Management Group 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 Brand Asset Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Value Index by Brand Asset Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $408k | 1.9k | 212.07 |
| 2021-09-30 | $217k | 1.5k | 145.64 |
| 2021-06-30 | $220k | 1.5k | 147.65 |
| 2021-03-31 | $211k | 1.5k | 141.52 |
| 2020-12-31 | $191k | 1.5k | 128.19 |
| 2020-09-30 | $168k | 1.5k | 112.75 |
| 2020-06-30 | $161k | 1.5k | 108.05 |
| 2020-03-31 | $143k | 1.5k | 95.97 |
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