Brass Tax Wealth 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 | $14.8M | Sell |
75,749
-155
| -0.2% | -$30.3K | 2.85% | 8 |
|
|
2025
Q1 | $14.5M | Buy |
75,904
+953
| +1% | +$182K | 3.04% | 8 |
|
|
2024
Q4 | $14.3M | Sell |
74,951
-728
| -1% | -$139K | 3.01% | 8 |
|
|
2024
Q3 | $14.9M | Sell |
75,679
-8
| -0% | -$1.58K | 3.19% | 7 |
|
|
2024
Q2 | $13.8M | Sell |
75,687
-616
| -0.8% | -$112K | 5.95% | 4 |
|
|
2024
Q1 | $14.3M | Buy |
+76,303
| New | +$14.3M | 7.43% | 3 |
|