Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $867K | Sell |
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|
2023
Q2 | $910K | Buy |
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|
2023
Q1 | $684K | Buy |
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|
2022
Q4 | $654K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $47K | Sell |
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|
2020
Q3 | $245K | Buy |
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|
2020
Q2 | $230K | Hold |
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|
2020
Q1 | $205K | Hold |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $262K | Hold |
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|
2019
Q2 | $257K | Sell |
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|
2019
Q1 | $314K | Sell |
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|
2018
Q4 | $289K | Hold |
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|
2018
Q3 | $331K | Buy |
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|
2018
Q2 | $114K | Buy |
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|
2018
Q1 | $64K | Buy |
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