White Lighthouse Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $448K | Sell |
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|
2021
Q1 | $520K | Sell |
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|
2020
Q4 | $635K | Sell |
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|
2020
Q3 | $613K | Hold |
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|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $801K | Sell |
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|
2019
Q3 | $804K | Sell |
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|
2019
Q2 | $822K | Hold |
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|
2019
Q1 | $795K | Sell |
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|
2018
Q4 | $738K | Hold |
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|
2018
Q3 | $845K | Sell |
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|
2018
Q2 | $816K | Hold |
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|
2018
Q1 | $810K | Buy |
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|
2017
Q4 | $825K | Buy |
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