IDA
Intelligence Driven Advisers’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,726
| Closed | -$1.44M | – | 109 |
|
|
2022
Q3 | $1.44M | Sell |
10,726
-8,233
| -43% | -$1.1M | 0.29% | 53 |
|
|
2022
Q2 | $2.62M | Buy |
18,959
+10,694
| +129% | +$1.48M | 0.51% | 42 |
|
|
2022
Q1 | $1.29M | Sell |
8,265
-9,810
| -54% | -$1.53M | 0.24% | 52 |
|
|
2021
Q4 | $2.74M | Sell |
18,075
-1,242
| -6% | -$188K | 0.5% | 40 |
|
|
2021
Q3 | $2.85M | Sell |
19,317
-959
| -5% | -$142K | 0.64% | 28 |
|
|
2021
Q2 | $2.99M | Sell |
20,276
-491
| -2% | -$72.5K | 0.58% | 34 |
|
|
2021
Q1 | $2.93M | Sell |
20,767
-63
| -0.3% | -$8.9K | 0.66% | 28 |
|
|
2020
Q4 | $2.67M | Buy |
+20,830
| New | +$2.67M | 0.6% | 34 |
|