GoalVest Advisory’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
2021
Q1
Sell
-184
Closed -$24K 203
2020
Q4
$24K Buy
+184
New +$24K 0.02% 144