RSA
Robertson Stephens Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $398K | Sell |
3,690
-1,508
| -29% | -$163K | 0.34% | 48 |
|
|
2017
Q2 | $546K | Sell |
5,198
-2,109
| -29% | -$222K | 0.49% | 39 |
|
|
2017
Q1 | $760K | Buy |
7,307
+1,577
| +28% | +$164K | 0.68% | 37 |
|
|
2016
Q4 | $581K | Buy |
+5,730
| New | +$581K | 0.33% | 76 |
|