Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $2.18M | Hold |
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2017
Q3 | $2.06M | Hold |
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2017
Q2 | $2.01M | Hold |
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2017
Q1 | $1.99M | Hold |
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|
2016
Q4 | $1.94M | Hold |
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|
2016
Q3 | $1.81M | Hold |
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2016
Q2 | $1.78M | Hold |
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|
2016
Q1 | $1.72M | Hold |
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|
2015
Q4 | $1.69M | Hold |
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|
2015
Q3 | $1.61M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $397K | Buy |
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