Corbett Road Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $616K | Sell |
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|
2022
Q1 | $833K | Buy |
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|
2021
Q4 | $803K | Sell |
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|
2021
Q3 | $886K | Sell |
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|
2021
Q2 | $960K | Sell |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $3.42M | Buy |
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|
2020
Q3 | $2.98M | Sell |
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|
2020
Q2 | $3.28M | Buy |
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|
2020
Q1 | $2.67M | Buy |
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|
2019
Q4 | $2.49M | Buy |
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