ARQ 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 | $680K | Buy |
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|
2025
Q2 | $554K | Hold |
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|
2025
Q1 | $554K | Sell |
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|
2024
Q4 | $689K | Buy |
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|
2024
Q3 | $694K | Sell |
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|
2024
Q2 | $645K | Hold |
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|
2024
Q1 | $662K | Hold |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $550K | Hold |
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|
2023
Q2 | $577K | Hold |
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|
2023
Q1 | $543K | Sell |
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|
2022
Q4 | $519K | Hold |
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|
2022
Q3 | $460K | Hold |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $558K | Hold |
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|
2021
Q4 | $561K | Hold |
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|
2021
Q3 | $521K | Sell |
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|
2021
Q2 | $530K | Hold |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $461K | Hold |
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|
2020
Q3 | $405K | Hold |
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|
2020
Q2 | $390K | Hold |
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|
2020
Q1 | $347K | Buy |
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