BBHBI
B, B, H, & B Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $5.13M | Sell |
67,171
-29,048
| -30% | -$2.22M | 4.83% | 8 |
|
|
2021
Q4 | $8.05M | Buy |
96,219
+4,891
| +5% | +$409K | 6.71% | 4 |
|
|
2021
Q3 | $6.75M | Buy |
91,328
+48,435
| +113% | +$3.58M | 6.15% | 5 |
|
|
2021
Q2 | $3.12M | Buy |
42,893
+28,991
| +209% | +$2.11M | 3.03% | 12 |
|
|
2021
Q1 | $905K | Sell |
13,902
-56,989
| -80% | -$3.71M | 0.94% | 19 |
|
|
2020
Q4 | $4.52M | Buy |
+70,891
| New | +$4.52M | 3.9% | 8 |
|