Birinyi Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $545K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $371K | Hold |
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|
2019
Q3 | $340K | Sell |
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|
2019
Q2 | $391K | Hold |
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|
2019
Q1 | $378K | Hold |
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|
2018
Q4 | $339K | Sell |
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|
2018
Q3 | $417K | Buy |
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|
2018
Q2 | $391K | Hold |
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|
2018
Q1 | $388K | Hold |
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|
2017
Q4 | $406K | Hold |
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|
2017
Q3 | $383K | Sell |
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|
2017
Q2 | $436K | Sell |
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|
2017
Q1 | $572K | Buy |
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|
2016
Q4 | $355K | Sell |
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|
2016
Q3 | $1.5M | Sell |
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|
2016
Q2 | $1.53M | Buy |
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