HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $10.5M | Sell |
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|
2018
Q4 | $9.86M | Buy |
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|
2018
Q3 | $11M | Buy |
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|
2018
Q2 | $10M | Buy |
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|
2018
Q1 | $9.45M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $7.97M | Buy |
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|
2017
Q2 | $4.47M | Buy |
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|
2017
Q1 | $3.1M | Buy |
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|
2016
Q4 | $456K | Sell |
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|
2016
Q3 | $446K | Sell |
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|
2016
Q2 | $475K | Sell |
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|
2016
Q1 | $489K | Buy |
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|
2015
Q4 | $474K | Buy |
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|
2015
Q3 | $450K | Sell |
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|
2015
Q2 | $497K | Sell |
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|
2015
Q1 | $535K | Buy |
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|
2014
Q4 | $438K | Buy |
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|
2014
Q3 | $219K | Hold |
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|
2014
Q2 | $219K | Sell |
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|
2014
Q1 | $214K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $311K | Buy |
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