Financial Architects (New Jersey)’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-40
Closed -$4K 510
2020
Q2
$4K Buy
+40
New +$4K ﹤0.01% 751
2015
Q3
Hold
0
-$13K 543
2015
Q2
Hold
0
-$20K 706
2015
Q1
Hold
0
-$20K 573
2014
Q4
Hold
0
533