BMM
Berkshire Money Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.4K | Buy |
+772
| New | +$87.4K | 0.01% | 119 |
|
|
2023
Q3 | – | Sell |
-37,144
| Closed | -$3.48M | – | 45 |
|
|
2023
Q2 | $3.48M | Sell |
37,144
-44,008
| -54% | -$4.13M | 0.5% | 28 |
|
|
2023
Q1 | $7.51M | Sell |
81,152
-18,504
| -19% | -$1.71M | 1.14% | 20 |
|
|
2022
Q4 | $9.08M | Sell |
99,656
-13,149
| -12% | -$1.2M | 1.44% | 15 |
|
|
2022
Q3 | $9.23M | Buy |
112,805
+5,414
| +5% | +$443K | 1.59% | 15 |
|
|
2022
Q2 | $9.72M | Buy |
+107,391
| New | +$9.72M | 1.61% | 12 |
|