Bush Investment Group’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 | $2.67M | Buy |
13,677
+573
| +4% | +$112K | 1.79% | 14 |
|
|
2025
Q1 | $2.5M | Buy |
13,104
+3,449
| +36% | +$657K | 1.88% | 13 |
|
|
2024
Q4 | $1.84M | Buy |
9,655
+529
| +6% | +$101K | 1.44% | 14 |
|
|
2024
Q3 | $1.8M | Buy |
9,126
+374
| +4% | +$73.7K | 1.44% | 14 |
|
|
2024
Q2 | $1.59M | Buy |
8,752
+305
| +4% | +$55.5K | 1.37% | 13 |
|
|
2024
Q1 | $1.58M | Buy |
8,447
+181
| +2% | +$33.8K | 1.39% | 12 |
|
|
2023
Q4 | $1.45M | Buy |
+8,266
| New | +$1.45M | 1.34% | 13 |
|