Viridian RIA’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
Q1 | – | Sell |
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|
2021
Q4 | $22.5M | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9.69M | Buy |
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|
2020
Q3 | $8.04M | Buy |
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|
2020
Q2 | $7.55M | Buy |
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|
2020
Q1 | $5.9M | Sell |
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|
2019
Q4 | $8.38M | Buy |
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|
2019
Q3 | $7.5M | Buy |
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|
2019
Q2 | $7.1M | Buy |
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|
2019
Q1 | $6.8M | Sell |
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|
2018
Q4 | $6.17M | Sell |
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|
2018
Q3 | $7.22M | Sell |
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|
2018
Q2 | $7.13M | Sell |
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|
2018
Q1 | $11.2M | Buy |
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