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iShares S&P 500 Value Index shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $142k 727 195.32
2025-03-31 $70k 369 189.70

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Cetera Investment Advisers
Pnc Financial Services
BlackRock
CWM
Lido Advisors
Park Avenue Securities
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding iShares S&P 500 Value Index