C2C Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $635K | Hold |
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|
2024
Q3 | $647K | Hold |
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|
2024
Q2 | $605K | Hold |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $528K | Hold |
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|
2023
Q2 | $569K | Hold |
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|
2023
Q1 | $524K | Hold |
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|
2022
Q4 | $517K | Hold |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $540K | Hold |
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|
2021
Q4 | $533K | Buy |
|