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Next Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Next Capital Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-530
Closed -$63K – 143
2019
Q3 		$63K Hold
530
– – 0.04% 135
2019
Q2 		$62K Hold
530
– – 0.04% 144
2019
Q1 		$60K Hold
530
– – 0.05% 138
2018
Q4 		$54K Buy
+530
New +$54K 0.05% 129