Zeke Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $654K | Hold |
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|
2022
Q3 | $580K | Hold |
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|
2022
Q2 | $620K | Hold |
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|
2022
Q1 | $702K | Hold |
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|
2021
Q4 | $707K | Hold |
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|
2021
Q3 | $656K | Hold |
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|
2021
Q2 | $666K | Hold |
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|
2021
Q1 | $637K | Hold |
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|
2020
Q4 | $577K | Hold |
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|
2020
Q3 | $507K | Hold |
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|
2020
Q2 | $488K | Hold |
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|
2020
Q1 | $434K | Hold |
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|
2019
Q4 | $587K | Hold |
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|
2019
Q3 | $537K | Hold |
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|
2019
Q2 | $526K | Hold |
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|
2019
Q1 | $509K | Hold |
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|
2018
Q4 | $456K | Hold |
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|
2018
Q3 | $523K | Hold |
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|
2018
Q2 | $497K | Buy |
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|
2018
Q1 | $456K | Hold |
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|
2017
Q4 | $476K | Hold |
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|
2017
Q3 | $450K | Hold |
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|
2017
Q2 | $437K | Hold |
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|
2017
Q1 | $434K | Hold |
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|
2016
Q4 | $422K | Hold |
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|
2016
Q3 | $391K | Hold |
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|
2016
Q2 | $387K | Hold |
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|
2016
Q1 | $375K | Buy |
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