Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $229K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $211K | Sell |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q3 | $227K | Sell |
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|
2017
Q2 | $247K | Sell |
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|
2017
Q1 | $293K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $27K | Sell |
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|
2015
Q2 | $32K | Sell |
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|
2015
Q1 | $34K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1K | Buy |
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