Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $330K | Sell |
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|
2021
Q1 | $317K | Sell |
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|
2020
Q4 | $310K | Sell |
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2020
Q3 | $296K | Sell |
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|
2020
Q2 | $323K | Sell |
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|
2020
Q1 | $631K | Sell |
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|
2019
Q4 | $3.08M | Sell |
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|
2019
Q3 | $11.2M | Sell |
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|
2019
Q2 | $11.3M | Sell |
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|
2019
Q1 | $11.9M | Sell |
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|
2018
Q4 | $15.8M | Sell |
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|
2018
Q3 | $22.5M | Sell |
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|
2018
Q2 | $29.7M | Buy |
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