BIP 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 | $411K | Sell |
2,103
-495
| -19% | -$96.7K | 0.03% | 169 |
|
|
2025
Q1 | $495K | Buy |
2,598
+42
| +2% | +$8K | 0.03% | 152 |
|
|
2024
Q4 | $488K | Buy |
2,556
+524
| +26% | +$100K | 0.03% | 153 |
|
|
2024
Q3 | $401K | Buy |
2,032
+1
| +0% | +$197 | 0.03% | 154 |
|
|
2024
Q2 | $370K | Buy |
2,031
+1
| +0% | +$182 | 0.03% | 132 |
|
|
2024
Q1 | $379K | Sell |
2,030
-159
| -7% | -$29.7K | 0.03% | 143 |
|
|
2023
Q4 | $381K | Sell |
2,189
-169
| -7% | -$29.4K | 0.03% | 134 |
|
|
2023
Q3 | $363K | Buy |
+2,358
| New | +$363K | 0.03% | 125 |
|