Round Table Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$2.14M Buy
16,612
+13,800
+491% +$1.77M 0.42% 41
2022
Q2
$387K Hold
2,812
0.07% 92
2022
Q1
$438K Buy
2,812
+923
+49% +$144K 0.07% 96
2021
Q4
$296K Buy
+1,889
New +$296K 0.06% 115