180 Wealth Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
1,206
-32
| -3% | -$6.25K | 0.03% | 376 |
|
|
2025
Q1 | $236K | Buy |
1,238
+186
| +18% | +$35.4K | 0.04% | 356 |
|
|
2024
Q4 | $201K | Sell |
1,052
-17
| -2% | -$3.25K | 0.03% | 396 |
|
|
2024
Q3 | $211K | Buy |
+1,069
| New | +$211K | 0.03% | 402 |
|
|
2024
Q2 | – | Sell |
-1,111
| Closed | -$208K | – | 441 |
|
|
2024
Q1 | $208K | Buy |
+1,111
| New | +$208K | 0.04% | 366 |
|