Barber Financial Group’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
$2.99M Buy
2022
Q4
$2.01M Buy
2022
Q3
$1.54M Sell
2022
Q2
$74.5M Buy
2022
Q1
$77.8M Buy
2020
Q2
Sell
2020
Q1
$5.1M Buy
2019
Q4
$2.8M Buy
2019
Q3
Sell
2019
Q2
$1.94M Buy
2019
Q1
$671K Buy