IDA
Intelligence Driven Advisers’s iShares Morningstar Value ETF ILCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,050
| Closed | -$392K | – | 91 |
|
|
2020
Q2 | $392K | Sell |
4,050
-249
| -6% | -$24.1K | 0.14% | 64 |
|
|
2020
Q1 | $372K | Buy |
4,299
+134
| +3% | +$11.6K | 0.17% | 61 |
|
|
2019
Q4 | $488K | Sell |
4,165
-1,202
| -22% | -$141K | 0.22% | 51 |
|
|
2019
Q3 | $593K | Sell |
5,367
-1,956
| -27% | -$216K | 0.28% | 48 |
|
|
2019
Q2 | $790K | Sell |
7,323
-10,018
| -58% | -$1.08M | 0.38% | 44 |
|
|
2019
Q1 | $1.83M | Sell |
17,341
-529
| -3% | -$55.8K | 1% | 27 |
|
|
2018
Q4 | $1.72M | Buy |
+17,870
| New | +$1.72M | 1.09% | 30 |
|