Smart Money Group’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
2020 Q3	–	Sell	-6,362	Closed	-$688K	–	94
2020 Q2	$688K	Sell	6,362 -334	-5%	-$36.1K	0.41%	50
2020 Q1	$644K	Buy	6,696 +862	+15%	+$82.9K	0.45%	52
2019 Q4	$759K	Buy	+5,834	New	+$759K	0.44%	52