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Gratus Capital’s iShares S&P 500 Value ETF IVE Stock Holding History

Gratus Capital’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,533
Closed -$397K – 205
2021
Q4 		$397K Hold
2,533
– – 0.04% 154
2021
Q3 		$368K Hold
2,533
– – 0.04% 151
2021
Q2 		$374K Buy
+2,533
New +$374K 0.04% 150