BFS
Bare Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
19,032
-966
| -5% | -$189K | 1.25% | 16 |
|
|
2025
Q1 | $3.81M | Sell |
19,998
-337
| -2% | -$64.2K | 1.46% | 17 |
|
|
2024
Q4 | $3.88M | Sell |
20,335
-634
| -3% | -$121K | 1.56% | 18 |
|
|
2024
Q3 | $4.13M | Sell |
20,969
-197
| -0.9% | -$38.8K | 1.7% | 15 |
|
|
2024
Q2 | $4.04M | Buy |
21,166
+23
| +0.1% | +$4.39K | 2.12% | 15 |
|
|
2024
Q1 | $3.78M | Buy |
21,143
+3,872
| +22% | +$692K | 3.63% | 8 |
|
|
2023
Q4 | $3M | Buy |
+17,271
| New | +$3M | 6.05% | 5 |
|