Wealth & Pension Services Group’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
Q3
$670K Buy
2019
Q2
$239K Sell
2019
Q1
$265K Sell
2018
Q4
$248K Sell
2018
Q3
$504K Buy