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iShares S&P 500 Value Index shares owned by Brooklyn FI

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

Historical chart of Brooklyn FI 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 Brooklyn FI 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 Brooklyn FI

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 1.6k 206.51
2025-06-30 $305k 1.6k 195.42
2025-03-31 $269k 1.4k 190.58
2024-12-31 $270k 1.4k 190.88

More positions owned by Brooklyn FI

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Global Reit Etf (REET)
Ishares Core Msci Emkt (IEMG)

View all positions for Brooklyn FI

Top funds holding iShares S&P 500 Value Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
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

View all funds holding iShares S&P 500 Value Index