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Northstar Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Northstar Investment Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		$343K Hold
2,304
– – 0.05% 129
2021
Q1 		$325K Hold
2,304
– – 0.05% 128
2020
Q4 		$295K Hold
2,304
– – 0.05% 125
2020
Q3 		$259K Buy
+2,304
New +$259K 0.05% 120