Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $486K | Sell |
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|
2023
Q4 | $673K | Sell |
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|
2023
Q3 | $627K | Sell |
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|
2023
Q2 | $665K | Sell |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q4 | $591K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $208K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $258K | Buy |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $233K | Buy |
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