IWS
Insight Wealth Strategies’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,946
| Closed | -$283K | – | 176 |
|
|
2021
Q3 | $283K | Sell |
1,946
-7,298
| -79% | -$1.06M | 0.04% | 165 |
|
|
2021
Q2 | $1.37M | Buy |
9,244
+7,699
| +498% | +$1.14M | 0.19% | 71 |
|
|
2021
Q1 | $218K | Sell |
1,545
-702
| -31% | -$99.1K | 0.03% | 212 |
|
|
2020
Q4 | $288K | Sell |
2,247
-502
| -18% | -$64.3K | 0.05% | 171 |
|
|
2020
Q3 | $309K | Sell |
2,749
-3,368
| -55% | -$379K | 0.06% | 140 |
|
|
2020
Q2 | $662K | Sell |
6,117
-913
| -13% | -$98.8K | 0.15% | 65 |
|
|
2020
Q1 | $677K | Buy |
7,030
+321
| +5% | +$30.9K | 0.18% | 54 |
|
|
2019
Q4 | $873K | Buy |
+6,709
| New | +$873K | 0.18% | 88 |
|