Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6.01M | Sell |
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|
2021
Q3 | $5.81M | Buy |
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|
2021
Q2 | $5.58M | Buy |
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|
2021
Q1 | $5.03M | Sell |
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|
2020
Q4 | $4.73M | Sell |
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|
2020
Q3 | $5.36M | Buy |
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|
2020
Q2 | $4.85M | Buy |
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|
2020
Q1 | $4.28M | Buy |
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|
2019
Q4 | $5.41M | Buy |
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|
2019
Q3 | $4.37M | Buy |
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|
2019
Q2 | $4.16M | Buy |
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|
2019
Q1 | $297K | Sell |
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|
2018
Q4 | $3.36M | Buy |
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|
2018
Q3 | $369K | Sell |
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|
2018
Q2 | $999K | Sell |
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|
2018
Q1 | $3.29M | Buy |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $1.06M | Sell |
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|
2016
Q4 | $1.35M | Buy |
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|
2016
Q3 | $1.24M | Buy |
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|
2016
Q2 | $867K | Buy |
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|
2016
Q1 | $422K | Sell |
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|
2015
Q4 | $420K | Buy |
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|
2015
Q3 | $366K | Buy |
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|
2015
Q2 | $328K | Sell |
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|
2015
Q1 | $335K | Sell |
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|
2014
Q4 | $378K | Sell |
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|
2014
Q3 | $979K | Buy |
|