Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $150K | Sell |
|
|||||
|
2023
Q1 | $201K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $277K | Hold |
|
|||||
|
2021
Q4 | $278K | Hold |
|
|||||
|
2021
Q3 | $258K | Sell |
|
|||||
|
2021
Q2 | $374K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $122K | Sell |
|
|||||
|
2018
Q4 | $1.99M | Buy |
|
|||||
|
2018
Q3 | $1.51M | Buy |
|
|||||
|
2018
Q2 | $1.28M | Buy |
|
|||||
|
2018
Q1 | $1.15M | Buy |
|
|||||
|
2017
Q4 | $845K | Buy |
|