Blackston Financial Advisory Group’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 | – | Sell |
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|
2025
Q2 | $331K | Sell |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $369K | Sell |
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|
2024
Q3 | $385K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $890K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $689K | Sell |
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|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $739K | Buy |
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|
2022
Q2 | $514K | Buy |
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