Smith Capital Management’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
2020
Q3
$1.51M Buy
2020
Q2
$1.38M Sell
2020
Q1
$1.59M Sell
2019
Q4
$2.19M Sell
2019
Q3
$2.03M Sell
2019
Q2
$2.01M Sell
2019
Q1
$2.15M Buy
2018
Q4
$1.75M Buy