4J Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
|
|||||
|
2025
Q1 | $470K | Hold |
|
|||||
|
2024
Q4 | $470K | Hold |
|
|||||
|
2024
Q3 | $486K | Hold |
|
|||||
|
2024
Q2 | $448K | Sell |
|
|||||
|
2024
Q1 | $462K | Sell |
|
|||||
|
2023
Q4 | $441K | Sell |
|
|||||
|
2023
Q3 | $425K | Hold |
|
|||||
|
2023
Q2 | $445K | Hold |
|
|||||
|
2023
Q1 | $419K | Sell |
|
|||||
|
2022
Q4 | $408K | Sell |
|
|||||
|
2022
Q3 | $362K | Sell |
|
|||||
|
2022
Q2 | $395K | Buy |
|
|||||
|
2022
Q1 | $445K | Sell |
|
|||||
|
2021
Q4 | $448K | Hold |
|
|||||
|
2021
Q3 | $416K | Hold |
|
|||||
|
2021
Q2 | $423K | Sell |
|
|||||
|
2021
Q1 | $406K | Sell |
|
|||||
|
2020
Q4 | $399K | Buy |
|