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H&H Retirement Design & Management’s iShares S&P 500 Value ETF IVE Stock Holding History

H&H Retirement Design & Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,346
Closed -$254K – 46
2020
Q2 		$254K Sell
2,346
-1,177
-33% -$127K 0.22% 40
2020
Q1 		$339K Buy
+3,523
New +$339K 0.32% 38