Huntington Steele’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.41M | Buy |
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|
2017
Q4 | $1.28M | Buy |
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|
2017
Q3 | $1.21M | Sell |
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|
2017
Q2 | $1.33M | Buy |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $1.27M | Buy |
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|
2016
Q3 | $1.18M | Buy |
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|
2016
Q2 | $1.1M | Buy |
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|
2016
Q1 | $962K | Buy |
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|
2015
Q4 | $926K | Buy |
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|
2015
Q3 | $750K | Buy |
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|
2015
Q2 | $544K | Buy |
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|
2015
Q1 | $461K | Hold |
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|
2014
Q4 | $467K | Buy |
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