Capstone Wealth Management Group (Pennsylvania)’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 | $643K | Hold |
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|
2025
Q1 | $627K | Sell |
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|
2024
Q4 | $631K | Hold |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | $601K | Buy |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $571K | Buy |
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|
2023
Q3 | $505K | Hold |
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|
2023
Q2 | $529K | Hold |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $451K | Hold |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $514K | Buy |
|