Townsend & Associates’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
2019
Q4
Sell
2019
Q3
$278K Sell
2019
Q2
$23.3M Buy
2018
Q4
Sell
2018
Q3
$34K Hold
2018
Q2
$32K Hold
2018
Q1
$32K Hold
2017
Q4
$33K Buy