Armstrong Advisory Group’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 | $255K | Sell |
1,303
-28
| -2% | -$5.47K | 0.02% | 175 |
|
|
2025
Q1 | $254K | Hold |
1,331
| – | – | 0.02% | 165 |
|
|
2024
Q4 | $254K | Buy |
1,331
+319
| +32% | +$60.9K | 0.02% | 165 |
|
|
2024
Q3 | $200K | Hold |
1,012
| – | – | 0.02% | 184 |
|
|
2024
Q2 | $184K | Hold |
1,012
| – | – | 0.02% | 192 |
|
|
2024
Q1 | $176K | Hold |
1,012
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $176K | Hold |
1,012
| – | – | 0.02% | 192 |
|
|
2023
Q3 | $156K | Hold |
1,012
| – | – | 0.02% | 190 |
|
|
2023
Q2 | $163K | Hold |
1,012
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $154K | Sell |
1,012
-285
| -22% | -$43.3K | 0.02% | 190 |
|
|
2022
Q4 | $188K | Buy |
+1,297
| New | +$188K | 0.02% | 168 |
|