iShares S&P 500 Value Index shares owned by Brighton Jones
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Brighton Jones
from 13F filings
Historical chart of Brighton Jones investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Brighton Jones
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.7M | 14k | 190.88 |
| 2024-09-30 | $2.7M | 14k | 197.17 |
| 2024-06-30 | $2.5M | 14k | 182.01 |
| 2024-03-31 | $2.6M | 14k | 186.81 |
| 2023-09-30 | $1.8M | 12k | 153.84 |
| 2023-06-30 | $1.9M | 12k | 161.20 |
| 2023-03-31 | $1.7M | 11k | 151.76 |
| 2022-12-31 | $1.6M | 11k | 145.07 |
| 2022-09-30 | $1.4M | 11k | 128.52 |
| 2022-06-30 | $1.4M | 10k | 137.43 |
| 2022-03-31 | $983k | 6.3k | 155.74 |
| 2021-12-31 | $1.0M | 6.5k | 156.57 |
| 2021-09-30 | $917k | 6.3k | 145.37 |
| 2021-06-30 | $1.1M | 7.7k | 147.62 |
| 2021-03-31 | $1.1M | 7.6k | 141.18 |
| 2020-12-31 | $937k | 7.3k | 127.97 |
| 2020-09-30 | $817k | 7.3k | 112.49 |
| 2020-06-30 | $748k | 6.9k | 108.17 |
| 2020-03-31 | $664k | 6.9k | 96.25 |
| 2019-12-31 | $1.1M | 8.4k | 130.10 |
| 2019-09-30 | $1.1M | 9.0k | 119.19 |
| 2019-06-30 | $924k | 7.9k | 116.58 |
| 2019-03-31 | $855k | 7.6k | 112.72 |
| 2018-12-31 | $872k | 8.6k | 101.12 |
| 2018-09-30 | $1.4M | 12k | 115.88 |
| 2018-06-30 | $785k | 7.1k | 110.07 |
| 2018-03-31 | $780k | 7.1k | 109.37 |
| 2017-12-31 | $936k | 8.2k | 114.24 |
| 2017-09-30 | $882k | 8.2k | 107.89 |
| 2017-06-30 | $452k | 4.3k | 104.87 |
| 2017-03-31 | $442k | 4.2k | 104.12 |
| 2016-12-31 | $325k | 3.2k | 101.37 |
| 2016-09-30 | $985k | 10k | 94.96 |
| 2016-06-30 | $1.0M | 11k | 92.91 |
| 2016-03-31 | $445k | 5.0k | 89.93 |
| 2015-12-31 | $512k | 5.8k | 88.57 |
| 2015-09-30 | $408k | 4.9k | 84.00 |
| 2015-06-30 | $506k | 5.5k | 92.17 |
| 2015-03-31 | $505k | 5.5k | 92.47 |
| 2014-12-31 | $509k | 5.4k | 93.74 |
| 2014-09-30 | $486k | 5.4k | 90.05 |
| 2014-06-30 | $583k | 6.5k | 90.32 |
| 2014-03-31 | $558k | 6.4k | 86.89 |
| 2013-12-31 | $546k | 6.4k | 85.47 |
| 2013-09-30 | $650k | 8.3k | 78.29 |
| 2013-06-30 | $707k | 9.3k | 75.73 |
| 2013-03-31 | $721k | 9.8k | 73.78 |
| 2012-12-31 | $696k | 11k | 66.41 |
| 2012-09-30 | $731k | 11k | 65.79 |
| 2012-06-30 | $747k | 12k | 62.29 |
| 2012-03-31 | $776k | 12k | 64.93 |
| 2011-12-31 | $252k | 4.4k | 57.77 |