Avestar Capital’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
Q2 | $5.26M | Sell |
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|
2025
Q1 | $5.3M | Sell |
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|
2024
Q4 | $6.01M | Sell |
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|
2024
Q3 | $6.96M | Sell |
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|
2024
Q2 | $6.52M | Sell |
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|
2024
Q1 | $7.08M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $12K | Buy |
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