Advisornet Financial’s iShares S&P 500 Value ETF IVE Stock Holding History

Advisornet Financial’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.62M	Buy	8,314 +118	+1%	+$23.1K	0.1%	187
2025 Q1	$1.56M	Buy	8,196 +810	+11%	+$154K	0.12%	186
2024 Q4	$1.41M	Sell	7,386 -13,005	-64%	-$2.48M	0.12%	168
2024 Q3	$4.02M	Sell	20,391 -2,129	-9%	-$420K	0.3%	78
2024 Q2	$4.1M	Sell	22,520 -7,042	-24%	-$1.28M	0.37%	65
2024 Q1	$5.52M	Buy	29,562 +7,451	+34%	+$1.39M	0.53%	35
2023 Q4	$3.84M	Sell	22,111 -15,464	-41%	-$2.69M	0.35%	64
2023 Q3	$5.78M	Sell	37,575 -8,259	-18%	-$1.27M	0.52%	41
2023 Q2	$7.39M	Buy	45,834 +5	+0%	+$806	0.63%	34
2023 Q1	$6.95M	Buy	45,829 +33	+0.1%	+$5.01K	0.64%	35
2022 Q4	$6.64M	Buy	45,796 +1,481	+3%	+$215K	0.65%	34
2022 Q3	$5.7M	Buy	44,315 +388	+0.9%	+$49.9K	0.57%	38
2022 Q2	$6.04M	Buy	43,927 +304	+0.7%	+$41.8K	0.59%	34
2022 Q1	$6.79M	Buy	43,623 +3,437	+9%	+$535K	0.42%	50
2021 Q4	$6.29M	Buy	40,186 +3,040	+8%	+$476K	0.39%	59
2021 Q3	$5.4M	Buy	37,146 +827	+2%	+$120K	0.38%	61
2021 Q2	$5.36M	Buy	36,319 +642	+2%	+$94.8K	0.36%	66
2021 Q1	$5.04M	Sell	35,677 -241	-0.7%	-$34K	0.36%	66
2020 Q4	$4.6M	Sell	35,918 -10,026	-22%	-$1.28M	0.37%	57
2020 Q3	$5.17M	Buy	45,944 +983	+2%	+$111K	0.44%	44
2020 Q2	$4.87M	Sell	44,961 -10,988	-20%	-$1.19M	0.39%	57
2020 Q1	$5.39M	Buy	55,949 +5,350	+11%	+$515K	0.5%	49
2019 Q4	$6.58M	Buy	50,599 +3,515	+7%	+$457K	0.56%	36
2019 Q3	$5.61M	Buy	47,084 +6,169	+15%	+$735K	0.52%	37
2019 Q2	$4.77M	Buy	40,915 +9,162	+29%	+$1.07M	0.53%	38
2019 Q1	$3.58M	Buy	31,753 +8,083	+34%	+$911K	0.44%	46
2018 Q4	$2.39M	Buy	23,670 +7,921	+50%	+$801K	0.33%	66
2018 Q3	$1.82M	Buy	15,749 +15,322	+3,588%	+$1.77M	0.23%	97
2018 Q2	$47K	Buy	427 +54	+14%	+$5.94K	0.01%	722
2018 Q1	$41K	Sell	373 -478	-56%	-$52.5K	0.01%	743
2017 Q4	$97K	Buy	+851	New	+$97K	0.01%	489