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Strategic Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Strategic Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-41,851
Closed -$3.71M – 15
2015
Q4 		$3.71M Hold
41,851
– – 3.73% 15
2015
Q3 		$3.52M Buy
+41,851
New +$3.52M 6.43% 10