Simplicity Solutions’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
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.34M | Sell |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $17.8M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $1.69M | Buy |
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|
2020
Q2 | $1.59M | Sell |
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|
2020
Q1 | $2.51M | Sell |
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|
2019
Q4 | $6.78M | Buy |
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|
2019
Q3 | $1.88M | Sell |
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|
2019
Q2 | $6.91M | Sell |
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|
2019
Q1 | $9M | Buy |
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|
2018
Q4 | $4.05M | Sell |
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|
2018
Q3 | $19.2M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $516K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $321K | Buy |
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