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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
2025-09-30 $16M 76k 206.51
2025-06-30 $15M 76k 195.42
2025-03-31 $15M 76k 190.58
2024-12-31 $14M 75k 190.88
2024-09-30 $15M 76k 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 S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

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