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Sullivan, Bruyette, Speros & Blaney’s iShares S&P 500 Value ETF IVE Stock Holding History

Sullivan, Bruyette, Speros & Blaney’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$245K Buy
1,736
+86
+5% +$12.1K 0.01% 267
2020
Q4 		$211K Sell
1,650
-83
-5% -$10.6K 0.01% 274
2020
Q3 		$195K Buy
1,733
+83
+5% +$9.34K 0.01% 253
2020
Q2 		$178K Buy
+1,650
New +$178K 0.01% 251