Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $648K | Buy |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $499K | Sell |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $335K | Sell |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $387K | Buy |
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