BlueChip Wealth Advisors’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 | $383K | Hold |
1,958
| – | – | 0.17% | 108 |
|
|
2025
Q1 | $373K | Sell |
1,958
-1,775
| -48% | -$338K | 0.18% | 102 |
|
|
2024
Q4 | $713K | Buy |
3,733
+1,780
| +91% | +$340K | 0.4% | 53 |
|
|
2024
Q3 | $385K | Hold |
1,953
| – | – | 0.2% | 101 |
|
|
2024
Q2 | $355K | Buy |
1,953
+36
| +2% | +$6.55K | 0.21% | 95 |
|
|
2024
Q1 | $358K | Hold |
1,917
| – | – | 0.23% | 85 |
|
|
2023
Q4 | $333K | Buy |
+1,917
| New | +$333K | 0.23% | 82 |
|