IWAG
Integer Wealth Advisors Group’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
Q1 | $8.3M | Buy |
57,659
+33,964
| +143% | +$4.89M | 4.52% | 7 |
|
|
2020
Q4 | $3.08M | Buy |
23,695
+12,935
| +120% | +$1.68M | 2.03% | 18 |
|
|
2020
Q3 | $1.21M | Sell |
10,760
-153
| -1% | -$17.2K | 1.11% | 23 |
|
|
2020
Q2 | $1.17M | Hold |
10,913
| – | – | 1.19% | 23 |
|
|
2020
Q1 | $1.15M | Buy |
10,913
+2,505
| +30% | +$264K | 1.31% | 23 |
|
|
2019
Q4 | $1.08M | Buy |
+8,408
| New | +$1.08M | 1.07% | 24 |
|