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 |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $1.1M | Buy |
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|
2020
Q1 | $953K | Sell |
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|
2019
Q4 | $1.52M | Sell |
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|
2019
Q3 | $1.42M | Buy |
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|
2019
Q2 | $1.35M | Sell |
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|
2019
Q1 | $1.46M | Buy |
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