Hefty Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Hefty Wealth Partners’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$64K	Sell
2017 Q4	$72K	Sell
2017 Q3	$75K	Sell
2017 Q2	$80K	Sell
2017 Q1	$110K	Sell
2016 Q4	$113K	Sell
2016 Q3	$113K	Sell
2016 Q2	$119K	Sell
2016 Q1	$129K	Sell
2015 Q4	$146K	Buy