FormulaFolio Investments’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
Q2
$30K Hold
2021
Q1
$30K Sell
2020
Q4
$2.24M Buy
2020
Q3
$337K Buy
2020
Q2
Sell
2020
Q1
$431K Sell
2019
Q4
$8.62M Buy
2019
Q3
$5.44M Buy