Harvest Group Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Harvest Group Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$779	Sell
2022 Q4	$2.48K	Sell
2022 Q3	$3.93M	Sell
2022 Q2	$4.19M	Buy
2022 Q1	$4.38M	Buy
2020 Q2	–	Sell
2020 Q1	$11K	Hold
2019 Q4	$15K	Buy
2019 Q3	$14K	Buy