Beverly Hills Private Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
1,920
+400
| +26% | +$78.2K | 0.07% | 219 |
|
|
2025
Q1 | $290K | Buy |
1,520
+311
| +26% | +$59.3K | 0.06% | 275 |
|
|
2024
Q4 | $231K | Sell |
1,209
-180
| -13% | -$34.4K | 0.05% | 303 |
|
|
2024
Q3 | $274K | Sell |
1,389
-590
| -30% | -$116K | 0.06% | 284 |
|
|
2024
Q2 | $360K | Sell |
1,979
-128
| -6% | -$23.3K | 0.08% | 244 |
|
|
2024
Q1 | $394K | Buy |
+2,107
| New | +$394K | 0.09% | 233 |
|