Abound 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
Q3 | $111K | Buy |
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|
2025
Q2 | $22K | Sell |
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|
2025
Q1 | $57.4K | Buy |
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|
2024
Q4 | $21.3K | Hold |
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|
2024
Q3 | $22K | Hold |
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|
2024
Q2 | $20.3K | Hold |
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|
2024
Q1 | $20.8K | Hold |
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|
2023
Q4 | $19.4K | Buy |
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|
2023
Q3 | $17.1K | Buy |
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|
2023
Q2 | $15.7K | Hold |
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|
2023
Q1 | $14.8K | Hold |
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|
2022
Q4 | $14.1K | Sell |
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|
2022
Q3 | $17.6K | Buy |
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|
2022
Q2 | $13.4K | Buy |
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|
2022
Q1 | $13.8K | Sell |
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|
2021
Q4 | $13.9K | Buy |
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