Spectrum Management Group’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
Q3 | $782K | Sell |
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|
2022
Q2 | $965K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $2.57M | Sell |
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|
2020
Q4 | $3.64M | Sell |
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|
2020
Q3 | $3.56M | Sell |
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|
2020
Q2 | $4.13M | Sell |
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|
2020
Q1 | $4.11M | Buy |
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|
2019
Q4 | $240K | Buy |
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