Squar Milner Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Squar Milner Financial Services’s Portfolio IVE Stock Details IVE Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell
2020 Q2	$349K	Sell
2020 Q1	$310K	Hold
2019 Q4	$420K	Buy
2019 Q3	$363K	Buy
2019 Q2	$351K	Hold
2019 Q1	$339K	Buy
2018 Q4	$52K	Hold
2018 Q3	$60K	Buy
2018 Q2	$34K	Buy