Wagner Wealth Management’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
2021
Q4
Sell
-281
Closed -$43K 686
2021
Q3
$43K Hold
281
0.03% 261
2021
Q2
$41K Hold
281
0.03% 277
2021
Q1
$40K Hold
281
0.03% 252
2020
Q4
$36K Buy
+281
New +$36K 0.03% 147