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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$458K Hold
2022
Q3
$406K Hold
2022
Q2
$434K Sell
2022
Q1
$493K Buy