Ferris Capital’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
Q1 | $654K | Hold |
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|
2021
Q4 | $657K | Hold |
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|
2021
Q3 | $646K | Sell |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $593K | Hold |
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|
2020
Q4 | $537K | Hold |
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|
2020
Q3 | $472K | Buy |
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|
2020
Q2 | $448K | Hold |
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|
2020
Q1 | $398K | Hold |
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|
2019
Q4 | $538K | Hold |
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|
2019
Q3 | $493K | Hold |
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|
2019
Q2 | $482K | Hold |
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|
2019
Q1 | $466K | Hold |
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|
2018
Q4 | $418K | Hold |
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|
2018
Q3 | $479K | Hold |
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|
2018
Q2 | $456K | Hold |
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|
2018
Q1 | $452K | Buy |
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|
2017
Q4 | $456K | Hold |
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|
2017
Q3 | $431K | Hold |
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|
2017
Q2 | $419K | Buy |
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