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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-585
Closed -$56K 628
2016
Q3
$56K Buy
+585
New +$56K 0.02% 396