BFSG LLC’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 | $978 | Hold |
5
| – | – | ﹤0.01% | 631 |
|
|
2025
Q1 | $953 | Sell |
5
-4
| -44% | -$762 | ﹤0.01% | 632 |
|
|
2024
Q4 | $1.72K | Hold |
9
| – | – | ﹤0.01% | 617 |
|
|
2024
Q3 | $1.78K | Sell |
9
-164
| -95% | -$32.3K | ﹤0.01% | 592 |
|
|
2024
Q2 | $31.5K | Sell |
173
-174
| -50% | -$31.7K | ﹤0.01% | 393 |
|
|
2024
Q1 | $64.8K | Buy |
347
+3
| +0.9% | +$560 | 0.01% | 356 |
|
|
2023
Q4 | $59.8K | Buy |
+344
| New | +$59.8K | 0.01% | 339 |
|