LBA 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
2017
Q1
$191K Hold
2016
Q4
$186K Sell
2016
Q3
$220K Buy
2016
Q2
$118K Hold
2016
Q1
$114K Hold
2015
Q4
$112K Buy
2015
Q3
$44K Hold
2015
Q2
$48K Hold
2015
Q1
$48K Hold
2014
Q4
$49K Hold
2014
Q3
$47K Buy