CGN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $551K | Hold |
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|
2025
Q4 | $554K | Hold |
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|
2025
Q3 | $539K | Hold |
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|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $498K | Sell |
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|
2024
Q4 | $502K | Hold |
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|
2024
Q3 | $519K | Buy |
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|
2024
Q2 | $339K | Buy |
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|
2024
Q1 | $337K | Hold |
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|
2023
Q4 | $314K | Hold |
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|
2023
Q3 | $278K | Buy |
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