Activest 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 | $144K | Hold |
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|
2025
Q1 | $141K | Hold |
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|
2024
Q4 | $141K | Hold |
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|
2024
Q3 | $146K | Hold |
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|
2024
Q2 | $134K | Buy |
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|
2024
Q1 | $9.9K | Hold |
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|
2023
Q4 | $9.22K | Hold |
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|
2023
Q3 | $8.15K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.94K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $34K | Sell |
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|
2021
Q2 | $51K | Buy |
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|
2021
Q1 | $39K | Buy |
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