Parker Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.5M | Sell |
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|
2021
Q3 | $3.84M | Sell |
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|
2021
Q2 | $4.37M | Sell |
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|
2021
Q1 | $44.1M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2.47M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $24.2M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $4.32M | Sell |
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|
2017
Q1 | $4.66M | Sell |
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|
2016
Q4 | $5.83M | Buy |
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|
2016
Q3 | $3.95M | Sell |
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|
2016
Q2 | $15.1M | Buy |
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|
2016
Q1 | $266K | Buy |
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