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iShares S&P 500 Value Index shares owned by Brookwood Investment Group

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

Historical chart of Brookwood Investment Group 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 Brookwood Investment Group 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 Brookwood Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 10k 206.51
2025-06-30 $2.2M 11k 195.42

More positions owned by Brookwood Investment Group

NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Tcw Etf Trust Flexible Income (FLXR)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Pimco Etf Tr Multisector Bd (PYLD)
Morgan Stanley Etf Trust Eaton Vance Mort
Alphabet Cap Stk Cl A (GOOGL)
Tidal Trust I Unlimited Hfeq E
Kraneshares Trust Hedgeye Hedged E (KSPY)
Ishares Tr TRS FLT RT BD (TFLO)

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