Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $92.3K | Sell |
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|
2023
Q4 | $92K | Hold |
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|
2023
Q3 | $81.4K | Sell |
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|
2023
Q2 | $98.2K | Sell |
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|
2023
Q1 | $94K | Hold |
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|
2022
Q4 | $90K | Sell |
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|
2022
Q3 | $173K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $232K | Sell |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $223K | Hold |
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|
2021
Q1 | $213K | Buy |
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|
2020
Q4 | $193K | Sell |
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|
2020
Q3 | $196K | Sell |
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|
2020
Q2 | $191K | Buy |
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|
2019
Q4 | $230K | Buy |
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