BBR Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Hold |
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|
2025
Q1 | $1.21M | Hold |
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|
2024
Q4 | $1.21M | Hold |
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|
2024
Q3 | $1.25M | Hold |
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|
2024
Q2 | $1.16M | Hold |
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|
2024
Q1 | $1.19M | Hold |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $837K | Buy |
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|
2023
Q2 | $638K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.53M | Sell |
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|
2020
Q1 | $1.41M | Sell |
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|
2019
Q4 | $1.98M | Buy |
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|
2019
Q3 | $1.68M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $455K | Buy |
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