Burkett Financial Services’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 | $1.47M | Buy |
7,535
+264
| +4% | +$51.6K | 0.53% | 19 |
|
|
2025
Q1 | $1.39M | Buy |
7,271
+86
| +1% | +$16.4K | 0.56% | 18 |
|
|
2024
Q4 | $1.37M | Sell |
7,185
-83
| -1% | -$15.8K | 0.56% | 17 |
|
|
2024
Q3 | $1.43M | Buy |
7,268
+26
| +0.4% | +$5.13K | 0.59% | 17 |
|
|
2024
Q2 | $1.32M | Sell |
7,242
-41
| -0.6% | -$7.46K | 0.68% | 15 |
|
|
2024
Q1 | $1.36M | Sell |
7,283
-1,604
| -18% | -$300K | 0.7% | 15 |
|
|
2023
Q4 | $1.55M | Buy |
+8,887
| New | +$1.55M | 0.86% | 11 |
|