Blue Bell Private 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 | $66.7K | Buy |
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|
2025
Q2 | $62K | Hold |
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|
2025
Q1 | $60.4K | Hold |
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|
2024
Q4 | $60.5K | Hold |
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|
2024
Q3 | $62.5K | Hold |
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|
2024
Q2 | $57.7K | Hold |
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|
2024
Q1 | $59.2K | Hold |
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|
2023
Q4 | $55.1K | Hold |
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|
2023
Q3 | $48.8K | Hold |
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|
2023
Q2 | $51.1K | Hold |
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|
2023
Q1 | $48.1K | Sell |
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|
2022
Q4 | $49.2K | Sell |
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|
2022
Q3 | $71K | Hold |
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|
2022
Q2 | $76K | Hold |
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|
2022
Q1 | $86K | Buy |
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|
2021
Q4 | $16K | Buy |
|