Aaron Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $602K | Hold |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $539K | Hold |
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|
2023
Q2 | $565K | Hold |
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|
2023
Q1 | $532K | Buy |
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|
2022
Q4 | $483K | Sell |
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|
2022
Q3 | $527K | Sell |
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|
2022
Q2 | $576K | Sell |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $225K | Buy |
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