Berkshire Money 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.4M | Sell |
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|
2025
Q2 | $29.8M | Buy |
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|
2025
Q1 | $25.1M | Sell |
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|
2024
Q4 | $39.4M | Buy |
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|
2024
Q3 | $40.3M | Buy |
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|
2024
Q2 | $36.9M | Buy |
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|
2024
Q1 | $37.3M | Buy |
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|
2023
Q4 | $34M | Sell |
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|
2023
Q3 | $41.6M | Buy |
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|
2023
Q2 | $37.8M | Buy |
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|
2023
Q1 | $35.6M | Buy |
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|
2022
Q4 | $29.6M | Buy |
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|
2022
Q3 | $23.1M | Buy |
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|
2022
Q2 | $7M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $215K | Hold |
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|
2015
Q4 | $211K | Sell |
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|
2015
Q3 | $37.6M | Sell |
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|
2015
Q2 | $38.1M | Sell |
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|
2015
Q1 | $39.2M | Buy |
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|
2014
Q4 | $39.1M | Buy |
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|
2014
Q3 | $32.4M | Buy |
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