F
FutureAdvisor’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $26.9M | Buy |
319,907
+6,171
| +2% | +$519K | 4.36% | 9 |
|
|
2015
Q2 | $29.1M | Buy |
313,736
+32,462
| +12% | +$3.01M | 5.11% | 4 |
|
|
2015
Q1 | $25.9M | Buy |
281,274
+77,639
| +38% | +$7.16M | 6.14% | 4 |
|
|
2014
Q4 | $19.1M | Buy |
+203,635
| New | +$19.1M | 6.5% | 5 |
|