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

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

Historical chart of Bridge Generations 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 Bridge Generations 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 Bridge Generations Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 6 206.67
2025-06-30 $1.2k 6 195.50
2025-03-31 $1.1k 6 190.67
2024-12-31 $1.1k 6 191.00

More positions owned by Bridge Generations Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Bridge Generations Wealth Management

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