Alta 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
Q3 | $1.39M | Sell |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.31M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $988K | Buy |
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|
2022
Q3 | $812K | Hold |
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|
2022
Q2 | $870K | Buy |
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|
2022
Q1 | $981K | Buy |
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|
2021
Q4 | $700K | Sell |
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|
2021
Q3 | $650K | Sell |
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|
2021
Q2 | $670K | Sell |
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|
2021
Q1 | $767K | Buy |
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|
2020
Q4 | $276K | Buy |
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