Marquette Asset 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
2019
Q4
Sell
2019
Q3
$1.87M Hold
2019
Q2
$1.83M Hold
2019
Q1
$1.77M Hold
2018
Q4
$1.59M Hold
2018
Q3
$1.82M Hold
2018
Q2
$1.73M Hold
2018
Q1
$1.72M Hold
2017
Q4
$1.79M Hold
2017
Q3
$1.69M Hold
2017
Q2
$1.65M Hold
2017
Q1
$1.63M Hold
2016
Q4
$1.59M Hold
2016
Q3
$1.49M Hold
2016
Q2
$1.46M Hold
2016
Q1
$1.41M Hold
2015
Q4
$1.39M Hold
2015
Q3
$1.32M Hold
2015
Q2
$1.45M Hold
2015
Q1
$1.45M Hold
2014
Q4
$1.47M Hold
2014
Q3
$1.41M Hold
2014
Q2
$1.42M Hold
2014
Q1
$1.36M Hold
2013
Q4
$1.34M Hold
2013
Q3
$1.23M Buy