Beacon Financial Advisory’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 | $1.23M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $927K | Buy |
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|
2024
Q4 | $704K | Buy |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $528K | Buy |
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|
2024
Q1 | $488K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $776K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $676K | Buy |
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|
2020
Q4 | $250K | Buy |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q2 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $253K | Buy |
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