Private Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $116K | Sell |
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|
2022
Q1 | $623K | Sell |
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|
2021
Q4 | $635K | Hold |
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|
2021
Q3 | $590K | Hold |
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|
2021
Q2 | $599K | Buy |
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|
2021
Q1 | $396K | Hold |
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|
2020
Q4 | $359K | Sell |
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|
2020
Q3 | $319K | Hold |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $837K | Sell |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | $926K | Sell |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.31M | Buy |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $1.22M | Buy |
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|
2017
Q4 | $1.2K | Buy |
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