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American Research & Management Company’s iShares S&P 500 Value ETF IVE Stock Holding History

American Research & Management Company’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-400
Closed -$42K – 342
2017
Q1 		$42K Sell
400
-400
-50% -$41.6K 0.01% 176
2016
Q4 		$81K Sell
800
-491
-38% -$47.9K 0.03% 150
2016
Q3 		$123K Hold
1,291
– – 0.04% 127
2016
Q2 		$120K Hold
1,291
– – 0.05% 121
2016
Q1 		$116K Hold
1,291
– – 0.05% 120
2015
Q4 		$114K Buy
+1,291
New +$115K 0.05% 124

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