BKM Wealth Management’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 | $12.4M | Sell |
63,429
-360
| -0.6% | -$70.4K | 4.84% | 2 |
|
|
2025
Q1 | $12.2M | Sell |
63,789
-517
| -0.8% | -$98.5K | 5.01% | 1 |
|
|
2024
Q4 | $12.3M | Sell |
64,306
-328
| -0.5% | -$62.6K | 5.04% | 2 |
|
|
2024
Q3 | $12.7M | Sell |
64,634
-1,351
| -2% | -$266K | 5.18% | 1 |
|
|
2024
Q2 | $12M | Buy |
65,985
+2,103
| +3% | +$383K | 5.78% | 1 |
|
|
2024
Q1 | $11.9M | Buy |
63,882
+1,802
| +3% | +$337K | 5.13% | 1 |
|
|
2023
Q4 | $10.8M | Buy |
+62,080
| New | +$10.8M | 4.6% | 2 |
|