Aviso Wealth Management’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 | $419K | Hold |
2,143
| – | – | 0.2% | 100 |
|
|
2025
Q1 | $408K | Sell |
2,143
-80
| -4% | -$15.2K | 0.22% | 95 |
|
|
2024
Q4 | $424K | Hold |
2,223
| – | – | 0.22% | 96 |
|
|
2024
Q3 | $438K | Hold |
2,223
| – | – | 0.24% | 93 |
|
|
2024
Q2 | $405K | Hold |
2,223
| – | – | 0.24% | 91 |
|
|
2024
Q1 | $415K | Buy |
2,223
+46
| +2% | +$8.59K | 0.26% | 91 |
|
|
2023
Q4 | $379K | Buy |
+2,177
| New | +$379K | 0.27% | 89 |
|