LeJeune Puetz Investment Counsel’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
$163K Hold
2022
Q4
$156K Hold
2022
Q3
$138K Hold
2022
Q2
$147K Hold
2022
Q1
$167K Hold
2021
Q4
$168K Hold
2021
Q3
$156K Hold
2021
Q2
$159K Hold
2021
Q1
$152K Hold
2020
Q4
$138K Buy