Archer Investment Corporation’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 | $85.2K | Buy |
436
+18
| +4% | +$3.52K | 0.02% | 405 |
|
|
2025
Q1 | $79.7K | Sell |
418
-13
| -3% | -$2.48K | 0.02% | 397 |
|
|
2024
Q4 | $82.2K | Buy |
431
+14
| +3% | +$2.67K | 0.02% | 372 |
|
|
2024
Q3 | $82.2K | Buy |
417
+1
| +0.2% | +$197 | 0.02% | 371 |
|
|
2024
Q2 | $75.7K | Sell |
416
-229
| -36% | -$41.7K | 0.02% | 365 |
|
|
2024
Q1 | $121K | Buy |
645
+27
| +4% | +$5.04K | 0.04% | 285 |
|
|
2023
Q4 | $107K | Sell |
618
-84
| -12% | -$14.6K | 0.03% | 291 |
|
|
2023
Q3 | $108K | Buy |
702
+163
| +30% | +$25.1K | 0.04% | 278 |
|
|
2023
Q2 | $86.9K | Buy |
539
+299
| +125% | +$48.2K | 0.03% | 299 |
|
|
2023
Q1 | $36.4K | Hold |
240
| – | – | 0.01% | 420 |
|
|
2022
Q4 | $34.8K | Sell |
240
-13
| -5% | -$1.89K | 0.01% | 404 |
|
|
2022
Q3 | $32.5K | Sell |
253
-6
| -2% | -$771 | 0.01% | 397 |
|
|
2022
Q2 | $35.6K | Hold |
259
| – | – | 0.01% | 387 |
|
|
2022
Q1 | $40.3K | Sell |
259
-261
| -50% | -$40.6K | 0.01% | 390 |
|
|
2021
Q4 | $81.4K | Buy |
520
+102
| +24% | +$16K | 0.03% | 296 |
|
|
2021
Q3 | $60.8K | Sell |
418
-134
| -24% | -$19.5K | 0.02% | 334 |
|
|
2021
Q2 | $81.5K | Hold |
552
| – | – | 0.03% | 269 |
|
|
2021
Q1 | $78K | Buy |
552
+109
| +25% | +$15.4K | 0.03% | 253 |
|
|
2020
Q4 | $56.7K | Buy |
443
+224
| +102% | +$28.7K | 0.03% | 269 |
|
|
2020
Q3 | $24.6K | Hold |
219
| – | – | 0.01% | 342 |
|
|
2020
Q2 | $23.7K | Hold |
219
| – | – | 0.01% | 329 |
|
|
2020
Q1 | $21K | Sell |
219
-112
| -34% | -$10.7K | 0.01% | 346 |
|
|
2019
Q4 | $43K | Buy |
331
+112
| +51% | +$14.6K | 0.02% | 276 |
|
|
2019
Q3 | $26K | Hold |
219
| – | – | 0.02% | 275 |
|
|
2019
Q2 | $26K | Hold |
219
| – | – | 0.02% | 275 |
|
|
2019
Q1 | $25K | Hold |
219
| – | – | 0.02% | 277 |
|
|
2018
Q4 | $22K | Buy |
+219
| New | +$22K | 0.02% | 273 |
|