Avondale Wealth Management’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 | $73.3K | Hold |
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|
2025
Q1 | $71.5K | Hold |
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|
2024
Q4 | $71.6K | Buy |
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|
2024
Q3 | $71.4K | Hold |
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|
2024
Q2 | $65.9K | Buy |
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|
2024
Q1 | $54.2K | Hold |
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|
2023
Q4 | $50.4K | Buy |
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|
2023
Q3 | $41.4K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Sell |
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|
2018
Q4 | $5K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $693K | Buy |
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|
2017
Q4 | $627K | Buy |
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