Estate Counselors’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 | $4.5M | Sell |
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|
2023
Q4 | $4.67M | Buy |
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|
2023
Q3 | $365K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $47K | Sell |
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|
2021
Q4 | $63K | Sell |
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|
2021
Q3 | $421K | Sell |
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|
2021
Q2 | $457K | Hold |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $518K | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $865K | Sell |
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|
2020
Q1 | $10.6M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $11.2M | Buy |
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|
2019
Q1 | $254K | Buy |
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|
2018
Q4 | $223K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $688K | Sell |
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|
2017
Q2 | $6.73M | Sell |
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|
2017
Q1 | $7.16M | Buy |
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|
2016
Q4 | $4.98M | Sell |
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|
2016
Q3 | $5.01M | Buy |
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|
2016
Q2 | $2M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $818K | Buy |
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|
2015
Q3 | $759K | Buy |
|