Aviance Capital Partners’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 | $217K | Hold |
1,110
| – | – | 0.03% | 322 |
|
|
2025
Q1 | $212K | Hold |
1,110
| – | – | 0.03% | 317 |
|
|
2024
Q4 | $212K | Buy |
1,110
+20
| +2% | +$3.82K | 0.03% | 306 |
|
|
2024
Q3 | $215K | Buy |
+1,090
| New | +$215K | 0.03% | 316 |
|
|
2024
Q2 | – | Sell |
-1,090
| Closed | -$204K | – | 325 |
|
|
2024
Q1 | $204K | Buy |
+1,090
| New | +$204K | 0.03% | 302 |
|
|
2023
Q4 | – | Sell |
-1,573
| Closed | -$242K | – | 263 |
|
|
2023
Q3 | $242K | Hold |
1,573
| – | – | 0.05% | 216 |
|
|
2023
Q2 | $254K | Buy |
1,573
+233
| +17% | +$37.6K | 0.05% | 224 |
|
|
2023
Q1 | $203K | Buy |
+1,340
| New | +$203K | 0.05% | 253 |
|