Able Wealth Management’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 | $1.99M | Buy |
10,191
+214
| +2% | +$41.8K | 1% | 26 |
|
|
2025
Q1 | $1.9M | Sell |
9,977
-155
| -2% | -$29.5K | 1.12% | 27 |
|
|
2024
Q4 | $1.93M | Sell |
10,132
-104
| -1% | -$19.9K | 1.27% | 20 |
|
|
2024
Q3 | $2.02M | Sell |
10,236
-1,080
| -10% | -$213K | 1.53% | 16 |
|
|
2024
Q2 | $2.06M | Sell |
11,316
-286
| -2% | -$52.1K | 1.7% | 16 |
|
|
2024
Q1 | $2.17M | Sell |
11,602
-49
| -0.4% | -$9.15K | 1.89% | 13 |
|
|
2023
Q4 | $2.03M | Buy |
+11,651
| New | +$2.03M | 1.84% | 13 |
|