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Wealth Architects’s iShares S&P 500 Value ETF IVE Stock Holding History

Wealth Architects’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,820
Closed -$205K – 135
2019
Q1 		$205K Buy
+1,820
New +$205K 0.06% 128
2018
Q4 		– Sell
-1,820
Closed -$211K – 134
2018
Q3 		$211K Hold
1,820
– – 0.07% 129
2018
Q2 		$200K Buy
+1,820
New +$200K 0.06% 125