Rothschild Capital Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Rothschild Capital Partners’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell
2021 Q3	$7.42M	Buy
2021 Q2	$7.52M	Sell
2021 Q1	$7.46M	Buy
2015 Q1	–	Sell
2014 Q4	$2.04M	Buy