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

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

Historical chart of Brass Tax 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 Brass Tax 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 Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 75k 197.17
2024-06-30 $14M 76k 182.01
2024-03-31 $14M 76k 186.81

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Core Div Grwth (DGRO)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Procter & Gamble Company (PG)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Sp500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
First Tr Exchange Traded Dj Internt Idx (FDN)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Brass Tax Wealth Management

Top funds holding iShares S&P 500 Value Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
LPL Financial
Stifel Financial
Pnc Financial Services
Envestnet Portfolio Solutions
Us Bancorp
CWM
Cetera Investment Advisers
International Assets Investment Management
Royal Bank of Canada

View all funds holding iShares S&P 500 Value Index