Syverson Strege & Co’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-175
| Closed | -$26.6K | – | 336 |
|
|
2023
Q1 | $26.6K | Hold |
175
| – | – | 0.01% | 170 |
|
|
2022
Q4 | $25.4K | Hold |
175
| – | – | 0.01% | 163 |
|
|
2022
Q3 | $22K | Hold |
175
| – | – | 0.01% | 158 |
|
|
2022
Q2 | $24K | Hold |
175
| – | – | 0.01% | 175 |
|
|
2022
Q1 | $27K | Hold |
175
| – | – | 0.03% | 154 |
|
|
2021
Q4 | $27K | Hold |
175
| – | – | 0.02% | 162 |
|
|
2021
Q3 | $25K | Hold |
175
| – | – | 0.02% | 173 |
|
|
2021
Q2 | $26K | Hold |
175
| – | – | 0.02% | 162 |
|
|
2021
Q1 | $25K | Hold |
175
| – | – | 0.03% | 156 |
|
|
2020
Q4 | $22K | Buy |
+175
| New | +$22K | 0.02% | 147 |
|