Hardy Reed’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
Q2
Sell
2023
Q1
$839K Sell
2022
Q4
$898K Buy
2022
Q1
Sell
2021
Q4
$969K Buy
2021
Q3
$851K Hold
2021
Q2
$864K Hold
2021
Q1
$826K Buy
2020
Q4
$712K Hold
2020
Q3
$626K Buy