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Capstone Financial Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Capstone Financial Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$172K Buy
1,520
+41
+3% +$4.64K 0.13% 87
2020
Q2 		$160K Buy
1,479
+115
+8% +$12.4K 0.13% 83
2020
Q1 		$131K Buy
1,364
+38
+3% +$3.65K 0.13% 85
2019
Q4 		$173K Buy
+1,326
New +$173K 0.17% 81