Berman Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Berman Capital Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$103K	Sell
2021 Q2	$129K	Hold
2021 Q1	$124K	Sell
2020 Q4	$181K	Hold
2020 Q3	$159K	Hold
2020 Q2	$153K	Buy
2020 Q1	$96K	Hold
2019 Q4	$130K	Hold
2019 Q3	$119K	Hold
2019 Q2	$116K	Buy