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Cardan Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Cardan Capital Partners’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
2018
Q1 		– Sell
-56,731
Closed -$6.48M – 192
2017
Q4 		$6.48M Buy
56,731
+496
+0.9% +$55K 1.23% 24
2017
Q3 		$6.07M Sell
56,235
-852
-1% -$90.2K 1.21% 24
2017
Q2 		$5.99M Buy
57,087
+33
+0.1% +$3.44K 1.17% 25
2017
Q1 		$5.94M Buy
57,054
+4,162
+8% +$432K 1.24% 24
2016
Q4 		$5.36M Buy
52,892
+822
+2% +$80.2K 1.2% 26
2016
Q3 		$4.95M Buy
52,070
+1,659
+3% +$158K 1.1% 31
2016
Q2 		$4.68M Buy
+50,411
New +$4.61M 1.15% 31

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