Summit Equities’s iShares S&P 500 Value ETF IVE Stock Holding History

Summit Equities’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$276K	Buy
2018 Q2	$250K	Buy
2018 Q1	–	Sell
2017 Q4	$219K	Buy