AJ Wealth Strategies’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 | $2.29M | Buy |
|
|||||
|
2023
Q1 | $2.15M | Buy |
|
|||||
|
2022
Q4 | $2.04M | Sell |
|
|||||
|
2022
Q3 | $3.17M | Buy |
|
|||||
|
2022
Q2 | $3.37M | Buy |
|
|||||
|
2022
Q1 | $3.8M | Buy |
|
|||||
|
2021
Q4 | $3.81M | Buy |
|
|||||
|
2021
Q3 | $2.02M | Sell |
|
|||||
|
2021
Q2 | $2.49M | Buy |
|
|||||
|
2021
Q1 | $1.95M | Buy |
|
|||||
|
2020
Q4 | $1.76M | Buy |
|
|||||
|
2020
Q3 | $1.54M | Buy |
|
|||||
|
2020
Q2 | $1.47M | Buy |
|