BigSur Wealth Management’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 | $1.76M | Hold |
|
|||||
|
2025
Q2 | $1.66M | Hold |
|
|||||
|
2025
Q1 | $1.62M | Hold |
|
|||||
|
2024
Q4 | $1.62M | Hold |
|
|||||
|
2024
Q3 | $1.68M | Hold |
|
|||||
|
2024
Q2 | $1.55M | Hold |
|
|||||
|
2024
Q1 | $1.59M | Hold |
|
|||||
|
2023
Q4 | $1.48M | Hold |
|
|||||
|
2023
Q3 | $1.31M | Hold |
|
|||||
|
2023
Q2 | $1.37M | Hold |
|
|||||
|
2023
Q1 | $1.29M | Hold |
|
|||||
|
2022
Q4 | $1.23M | Hold |
|
|||||
|
2022
Q3 | $1.09M | Hold |
|
|||||
|
2022
Q2 | $1.17M | Hold |
|
|||||
|
2022
Q1 | $1.32M | Hold |
|
|||||
|
2021
Q4 | $1.33M | Hold |
|
|||||
|
2021
Q3 | $1.24M | Hold |
|
|||||
|
2021
Q2 | $1.25M | Hold |
|
|||||
|
2021
Q1 | $1.2M | Hold |
|
|||||
|
2020
Q4 | $1.09M | Hold |
|
|||||
|
2020
Q3 | $956K | Buy |
|
|||||
|
2020
Q2 | $595K | Hold |
|
|||||
|
2020
Q1 | $529K | Buy |
|