Clarity Capital Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Hold |
3,639
| – | – | 0.41% | 42 |
|
|
2025
Q1 | $694K | Hold |
3,639
| – | – | 0.46% | 40 |
|
|
2024
Q4 | $695K | Hold |
3,639
| – | – | 0.47% | 39 |
|
|
2024
Q3 | $718K | Buy |
3,639
+21
| +0.6% | +$4.14K | 0.51% | 36 |
|
|
2024
Q2 | $659K | Buy |
3,618
+17
| +0.5% | +$3.09K | 0.51% | 37 |
|
|
2024
Q1 | $673K | Buy |
3,601
+16
| +0.4% | +$2.99K | 0.54% | 35 |
|
|
2023
Q4 | $623K | Buy |
+3,585
| New | +$623K | 0.54% | 34 |
|