Kalos 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
Q3 | – | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $692K | Sell |
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|
2021
Q1 | $2.22M | Buy |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $6.01M | Buy |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $5.81M | Buy |
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|
2019
Q1 | $4.14M | Sell |
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|
2018
Q4 | $4.65M | Buy |
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|
2018
Q3 | $243K | Buy |
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