Birch Hill Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Sell |
4,365
-20
| -0.5% | -$3.91K | 0.04% | 117 |
|
|
2025
Q1 | $836K | Buy |
4,385
+651
| +17% | +$124K | 0.04% | 116 |
|
|
2024
Q4 | $713K | Sell |
3,734
-79
| -2% | -$15.1K | 0.03% | 122 |
|
|
2024
Q3 | $752K | Hold |
3,813
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $694K | Buy |
3,813
+2,613
| +218% | +$476K | 0.03% | 117 |
|
|
2024
Q1 | $224K | Hold |
1,200
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $209K | Buy |
+1,200
| New | +$209K | 0.01% | 160 |
|