Castle 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
Q3 | $2.04M | Sell |
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|
2025
Q2 | $1.96M | Sell |
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|
2025
Q1 | $1.92M | Sell |
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|
2024
Q4 | $2M | Sell |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $1.97M | Sell |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.82M | Buy |
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