GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $20.2M | Buy |
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|
2023
Q3 | $17.2M | Buy |
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|
2023
Q2 | $17.5M | Buy |
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|
2023
Q1 | $15.7M | Buy |
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|
2022
Q4 | $14.3M | Buy |
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|
2022
Q3 | $9.31M | Buy |
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|
2022
Q2 | $9.53M | Buy |
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|
2022
Q1 | $9.95M | Sell |
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|
2021
Q4 | $10M | Sell |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $11.4M | Buy |
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|
2021
Q1 | $10.9M | Buy |
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|
2020
Q4 | $3.99M | Buy |
|