CIBC Private Wealth Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $28.5K | Hold |
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|
2024
Q4 | $32.5K | Sell |
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|
2024
Q3 | $152K | Sell |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $744K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $242K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $201K | Hold |
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|
2018
Q2 | $189K | Hold |
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|
2018
Q1 | $188K | Buy |
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|
2017
Q4 | $94K | Buy |
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