Asset Planning Services (Pennsylvania)’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
Q4 | $844K | Sell |
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|
2021
Q3 | $794K | Buy |
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|
2021
Q2 | $806K | Sell |
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|
2021
Q1 | $780K | Sell |
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|
2020
Q4 | $844K | Sell |
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|
2020
Q3 | $837K | Sell |
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|
2020
Q2 | $813K | Sell |
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|
2020
Q1 | $764K | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $974K | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $980K | Buy |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.07M | Sell |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.21M | Sell |
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|
2017
Q3 | $1.32M | Sell |
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|
2017
Q2 | $1.36M | Sell |
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|
2017
Q1 | $1.41M | Buy |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.1M | Buy |
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|
2016
Q2 | $1.07M | Sell |
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|
2016
Q1 | $1.08M | Buy |
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|
2015
Q4 | $1.05M | Buy |
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|
2015
Q3 | $988K | Sell |
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|
2015
Q2 | $1.09M | Buy |
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