Baldrige Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.44M Sell
2022
Q4
$1.38M Buy
2022
Q3
$1.15M Sell
2022
Q2
$1.25M Buy
2022
Q1
$1.42M Sell
2021
Q4
$1.45M Sell
2021
Q3
$1.45M Sell
2021
Q2
$1.48M Buy
2021
Q1
$1.4M Sell
2020
Q4
$1.29M Sell
2020
Q3
$1.14M Buy
2020
Q2
$1.1M Buy
2020
Q1
$953K Sell
2019
Q4
$1.52M Sell
2019
Q3
$1.42M Buy
2019
Q2
$1.35M Sell
2019
Q1
$1.46M Buy