Atwood & Palmer’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 | $37.7K | Buy |
+193
| New | +$37.7K | ﹤0.01% | 258 |
|
|
2022
Q1 | – | Sell |
-265
| Closed | -$42K | – | 455 |
|
|
2021
Q4 | $42K | Hold |
265
| – | – | ﹤0.01% | 244 |
|
|
2021
Q3 | $39K | Buy |
+265
| New | +$39K | ﹤0.01% | 238 |
|
|
2020
Q4 | – | Sell |
-63
| Closed | -$7K | – | 376 |
|
|
2020
Q3 | $7K | Buy |
+63
| New | +$7K | ﹤0.01% | 280 |
|