Sullivan, Bruyette, Speros & Blaney’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
Q1
$245K Buy
2020
Q4
$211K Sell
2020
Q3
$195K Buy
2020
Q2
$178K Buy