Filbrandt Wealth 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
2021
Q3
$363K Hold
2021
Q2
$369K Hold
2021
Q1
$353K Hold
2020
Q4
$320K Hold
2020
Q3
$281K Hold
2020
Q2
$270K Hold
2020
Q1
$241K Sell
2019
Q4
$366K Buy