Beacon Bridge 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
Q3 | $402K | Buy |
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|
2025
Q2 | $358K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $534K | Buy |
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