Hefty Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $64K | Sell |
585
-46
| -7% | -$5.03K | 0.04% | 127 |
|
|
2017
Q4 | $72K | Sell |
631
-65
| -9% | -$7.42K | 0.04% | 123 |
|
|
2017
Q3 | $75K | Sell |
696
-68
| -9% | -$7.33K | 0.05% | 117 |
|
|
2017
Q2 | $80K | Sell |
764
-297
| -28% | -$31.1K | 0.05% | 102 |
|
|
2017
Q1 | $110K | Sell |
1,061
-54
| -5% | -$5.6K | 0.08% | 90 |
|
|
2016
Q4 | $113K | Sell |
1,115
-82
| -7% | -$8.31K | 0.09% | 81 |
|
|
2016
Q3 | $113K | Sell |
1,197
-92
| -7% | -$8.69K | 0.09% | 93 |
|
|
2016
Q2 | $119K | Sell |
1,289
-150
| -10% | -$13.8K | 0.1% | 90 |
|
|
2016
Q1 | $129K | Sell |
1,439
-214
| -13% | -$19.2K | 0.12% | 88 |
|
|
2015
Q4 | $146K | Buy |
+1,653
| New | +$146K | 0.14% | 91 |
|