Domani Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.29M | Hold |
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|
2022
Q4 | $1.24M | Hold |
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|
2022
Q3 | $1.09M | Hold |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.33M | Hold |
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|
2021
Q4 | $1.33M | Hold |
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|
2021
Q3 | $1.24M | Sell |
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|
2021
Q2 | $1.26M | Hold |
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|
2021
Q1 | $1.21M | Hold |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $905K | Buy |
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|
2020
Q2 | $812K | Sell |
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|
2020
Q1 | $838K | Buy |
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