First Personal Financial Services’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
2018
Q2
Sell
2018
Q1
$431K Sell
2017
Q4
$1.18M Buy
2017
Q3
$429K Sell
2017
Q2
$863K Hold
2017
Q1
$856K Hold
2016
Q4
$834K Sell
2016
Q3
$1.23M Sell
2016
Q2
$2.6M Buy
2016
Q1
$2M Buy