Independence Wealth 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
Q4 | $963K | Sell |
|
|||||
|
2020
Q3 | $846K | Buy |
|
|||||
|
2020
Q2 | $777K | Sell |
|
|||||
|
2020
Q1 | $5.34M | Buy |
|
|||||
|
2019
Q4 | $7.18M | Sell |
|
|||||
|
2019
Q3 | $6.96M | Sell |
|
|||||
|
2019
Q2 | $7.07M | Buy |
|
|||||
|
2019
Q1 | $6.66M | Sell |
|
|||||
|
2018
Q4 | $8.1M | Buy |
|
|||||
|
2018
Q3 | $9.26M | Sell |
|
|||||
|
2018
Q2 | $8.91M | Buy |
|
|||||
|
2018
Q1 | $8.69M | Sell |
|
|||||
|
2017
Q4 | $9.3M | Buy |
|