3D/L Capital Management’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
2023
Q2
Sell
2023
Q1
$292K Sell
2022
Q4
$503K Sell
2022
Q3
$655K Buy
2022
Q2
$696K Buy
2022
Q1
$447K Buy
2021
Q4
$390K Buy
2021
Q3
$360K Buy
2021
Q2
$343K Sell
2021
Q1
$344K Buy