Atomi Financial 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 | $2.15M | Buy |
11,015
+244
| +2% | +$47.7K | 0.08% | 176 |
|
|
2025
Q1 | $2.05M | Buy |
10,771
+1,537
| +17% | +$293K | 0.09% | 163 |
|
|
2024
Q4 | $1.76M | Buy |
9,234
+7,431
| +412% | +$1.42M | 0.09% | 159 |
|
|
2024
Q3 | $356K | Sell |
1,803
-93
| -5% | -$18.3K | 0.02% | 598 |
|
|
2024
Q2 | $345K | Sell |
1,896
-141
| -7% | -$25.7K | 0.03% | 534 |
|
|
2024
Q1 | $380K | Buy |
+2,037
| New | +$380K | 0.04% | 440 |
|