Personal Wealth Partners’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
Q2 | – | Sell |
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|
2022
Q1 | $3.36M | Sell |
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|
2021
Q4 | $3.56M | Sell |
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|
2021
Q3 | $3.73M | Sell |
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|
2021
Q2 | $3.94M | Sell |
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|
2021
Q1 | $4M | Sell |
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|
2020
Q4 | $6.75M | Sell |
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|
2020
Q3 | $6.41M | Sell |
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|
2020
Q2 | $7.51M | Sell |
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|
2020
Q1 | $10.2M | Sell |
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|
2019
Q4 | $14.2M | Buy |
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|
2019
Q3 | $11M | Buy |
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|
2019
Q2 | $10.1M | Buy |
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|
2019
Q1 | $9.55M | Buy |
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