Bingham Osborn & Scarborough’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.7M | Buy |
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|
2021
Q2 | $3.75M | Buy |
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|
2021
Q1 | $3.58M | Buy |
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|
2020
Q4 | $2.91M | Buy |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $911K | Buy |
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|
2020
Q1 | $674K | Sell |
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|
2019
Q4 | $1.86M | Hold |
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|
2019
Q3 | $1.71M | Buy |
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|
2019
Q2 | $1.57M | Buy |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $862K | Buy |
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