Cardiff Park Advisors’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 | $581K | Hold |
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|
2025
Q1 | $567K | Hold |
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|
2024
Q4 | $567K | Hold |
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|
2024
Q3 | $586K | Hold |
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|
2024
Q2 | $541K | Hold |
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|
2024
Q1 | $555K | Hold |
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|
2023
Q4 | $517K | Hold |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $479K | Hold |
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|
2023
Q1 | $451K | Hold |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $444K | Hold |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $538K | Hold |
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|
2021
Q4 | $541K | Buy |
|