Avidian Wealth Enterprises’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 | $9.04M | Sell |
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|
2025
Q2 | $8.57M | Buy |
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|
2025
Q1 | $8.19M | Buy |
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|
2024
Q4 | $7.54M | Sell |
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|
2024
Q3 | $7.86M | Sell |
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|
2024
Q2 | $7.85M | Sell |
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|
2024
Q1 | $8.63M | Buy |
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|
2023
Q4 | $7.64M | Sell |
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|
2023
Q3 | $8.43M | Buy |
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|
2023
Q2 | $8.34M | Buy |
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|
2023
Q1 | $7.06M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.86M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $221K | Hold |
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|
2021
Q1 | $212K | Buy |
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