AdvicePeriod’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
Q2 | $15M | Sell |
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|
2021
Q1 | $14.7M | Sell |
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|
2020
Q4 | $14.4M | Buy |
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|
2020
Q3 | $10.8M | Sell |
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|
2020
Q2 | $11.2M | Sell |
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|
2020
Q1 | $12.7M | Buy |
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|
2019
Q4 | $14.6M | Sell |
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|
2019
Q3 | $13.5M | Buy |
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|
2019
Q2 | $13.1M | Sell |
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|
2019
Q1 | $13.2M | Buy |
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|
2018
Q4 | $11.1M | Sell |
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|
2018
Q3 | $12.9M | Buy |
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|
2018
Q2 | $1.32M | Buy |
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|
2018
Q1 | $1.13M | Sell |
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|
2017
Q4 | $1.35M | Buy |
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