TrustCore Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $419K | Hold |
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|
2022
Q3 | $371K | Sell |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $458K | Hold |
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|
2021
Q4 | $461K | Sell |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $544K | Sell |
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|
2021
Q1 | $535K | Sell |
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|
2020
Q4 | $488K | Buy |
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|
2020
Q3 | $418K | Hold |
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|
2020
Q2 | $402K | Buy |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $407K | Hold |
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|
2019
Q3 | $373K | Sell |
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|
2019
Q2 | $402K | Buy |
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|
2019
Q1 | $108K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $88K | Hold |
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|
2018
Q2 | $84K | Hold |
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|
2018
Q1 | $83K | Sell |
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|
2017
Q4 | $168K | Buy |
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