IWM
IVE icon

Integrated Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Integrated Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
2016
Q3 		$56K Buy