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
Q2
$331K Sell
2025
Q1
$349K Sell
2024
Q4
$369K Sell
2024
Q3
$385K Buy
2024
Q1
Sell
2023
Q4
$890K Buy
2023
Q2
Sell
2023
Q1
$689K Sell
2022
Q4
$725K Sell
2022
Q3
$739K Buy
2022
Q2
$514K Buy