Insight Wealth Strategies’s iShares S&P 500 Value ETF IVE Stock Holding History

Insight Wealth Strategies’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$283K	Sell
2021 Q2	$1.36M	Buy
2021 Q1	$218K	Sell
2020 Q4	$288K	Sell
2020 Q3	$309K	Sell
2020 Q2	$662K	Sell
2020 Q1	$677K	Buy
2019 Q4	$873K	Buy