Ahrens Investment Partners’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
Q1
$239K Sell
2022
Q4
$239K Hold
2022
Q3
$212K Hold
2022
Q2
$227K Buy
2022
Q1
$255K Hold
2021
Q4
$256K Buy
2021
Q3
$238K Buy
2021
Q2
$227K Buy