SBK Financial’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
2022
Q4
$745K Hold
2022
Q3
$660K Sell
2022
Q2
$718K Buy
2022
Q1
$800K Hold
2021
Q4
$804K Buy