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Principle Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Principle Wealth Partners’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-462
Closed -$50K – 290
2020
Q2 		$50K Buy
+462
New +$50K 0.01% 276