Blume Capital 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 | – | Sell |
-30
| Closed | -$5.72K | – | 500 |
|
|
2025
Q1 | $5.72K | Hold |
30
| – | – | ﹤0.01% | 294 |
|
|
2024
Q4 | $5.73K | Sell |
30
-297
| -91% | -$56.7K | ﹤0.01% | 283 |
|
|
2024
Q3 | $64.5K | Buy |
+327
| New | +$64.5K | 0.01% | 173 |
|
|
2022
Q1 | – | Sell |
-84
| Closed | -$13K | – | 318 |
|
|
2021
Q4 | $13K | Buy |
+84
| New | +$13K | ﹤0.01% | 239 |
|