Polaris Wealth Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $38.8M | Sell |
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|
2023
Q2 | $43.3M | Buy |
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|
2023
Q1 | $21.2M | Sell |
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|
2022
Q4 | $36.4M | Buy |
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|
2022
Q3 | $25.6M | Sell |
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|
2022
Q2 | $27.7M | Sell |
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|
2022
Q1 | $33.9M | Buy |
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|
2021
Q4 | $28.3M | Buy |
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|
2021
Q3 | $26.9M | Sell |
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|
2021
Q2 | $26.8M | Sell |
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|
2021
Q1 | $28.8M | Buy |
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|
2020
Q4 | $19.8M | Sell |
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|
2020
Q3 | $19.5M | Sell |
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|
2020
Q2 | $24.9M | Buy |
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|
2020
Q1 | $12.3M | Sell |
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|
2019
Q4 | $33.9M | Buy |
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|
2019
Q3 | $29.7M | Buy |
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|
2019
Q2 | $29.2M | Sell |
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|
2019
Q1 | $28.8M | Sell |
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|
2018
Q4 | $27.2M | Sell |
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|
2018
Q3 | $32.1M | Sell |
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|
2018
Q2 | $31.4M | Sell |
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|
2018
Q1 | $31.5M | Sell |
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|
2017
Q4 | $35.1M | Buy |
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|
2017
Q3 | $31.2M | Buy |
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|
2017
Q2 | $24.4M | Buy |
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|
2017
Q1 | $23.9M | Sell |
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|
2016
Q4 | $24.1M | Sell |
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|
2016
Q3 | $23.2M | Sell |
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|
2016
Q2 | $23.2M | Sell |
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|
2016
Q1 | $22.8M | Sell |
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|
2015
Q4 | $24M | Sell |
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|
2015
Q3 | $24.8M | Sell |
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|
2015
Q2 | $27.5M | Sell |
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|
2015
Q1 | $28.3M | Sell |
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|
2014
Q4 | $29.7M | Sell |
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|
2014
Q3 | $54.1M | Buy |
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|
2014
Q2 | $32.5M | Buy |
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|
2014
Q1 | $13M | Buy |
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|
2013
Q4 | $12.5M | Sell |
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|
2013
Q3 | $25.4M | Buy |
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|
2013
Q2 | $23.9M | Buy |
|