Michael Brady & Co »

iShares S&P 500 Value Index shares owned by Michael Brady & Co

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

Historical chart of Michael Brady & Co 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 Michael Brady & Co 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 Michael Brady & Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 1.0k 212.07

More positions owned by Michael Brady & Co

Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Capital Group Core Balanced SHS (CGBL)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Parker-Hannifin Corporation (PH)
Costco Wholesale Corporation (COST)
Waste Management (WM)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)

View all positions for Michael Brady & Co

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
CWM
Park Avenue Securities
Pnc Financial Services
BlackRock
Lido Advisors
Envestnet Portfolio Solutions
Raymond James Financial

View all funds holding iShares S&P 500 Value Index