Independence Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $15.1M | Sell |
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|
2020
Q2 | $14.7M | Sell |
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2020
Q1 | $13.3M | Buy |
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|
2019
Q4 | $12.7M | Buy |
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|
2019
Q3 | $3.5M | Sell |
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|
2019
Q2 | $3.45M | Sell |
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|
2019
Q1 | $3.4M | Sell |
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|
2018
Q4 | $3.05M | Sell |
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|
2018
Q3 | $3.5M | Sell |
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|
2018
Q2 | $3.35M | Sell |
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|
2018
Q1 | $4.01M | Buy |
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|
2017
Q4 | $3.51M | Sell |
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|
2017
Q3 | $3.35M | Sell |
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|
2017
Q2 | $3.28M | Sell |
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|
2017
Q1 | $3.38M | Sell |
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|
2016
Q4 | $3.4M | Sell |
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|
2016
Q3 | $3.3M | Sell |
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|
2016
Q2 | $3.24M | Buy |
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