Beacon Financial Group’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 | $1.04M | Buy |
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|
2025
Q2 | $955K | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $988K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $5.72M | Sell |
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|
2023
Q3 | $5.46M | Sell |
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|
2023
Q2 | $5.43M | Sell |
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|
2023
Q1 | $5.22M | Sell |
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|
2022
Q4 | $5.02M | Sell |
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|
2022
Q3 | $4.61M | Sell |
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|
2022
Q2 | $5.02M | Sell |
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|
2022
Q1 | $5.74M | Buy |
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