MSI Financial Services’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
2016
Q4
$8.69M Buy
2016
Q3
$5.42M Buy
2016
Q2
$4.83M Sell
2016
Q1
$4.7M Buy
2015
Q4
$4.36M Buy
2015
Q3
$2.09M Buy
2015
Q2
$1.99M Buy
2015
Q1
$1.94M Buy
2014
Q4
$1.57M Buy
2014
Q3
$1.17M Sell
2014
Q2
$1.22M Sell
2014
Q1
$1.57M Sell
2013
Q4
$1.58M Sell
2013
Q3
$2.21M Sell
2013
Q2
$2.54M Buy