Balboa Wealth Partners’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 | $218K | Sell |
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2025
Q1 | $220K | Sell |
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|
2024
Q4 | $1.83M | Buy |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $551K | Sell |
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|
2023
Q2 | $701K | Buy |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $987K | Buy |
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|
2022
Q3 | $269K | Buy |
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