Clearview Wealth 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 | $1.83M | Buy |
|
|||||
|
2025
Q1 | $1.69M | Buy |
|
|||||
|
2024
Q4 | $1.36M | Buy |
|
|||||
|
2024
Q3 | $1.37M | Buy |
|
|||||
|
2024
Q2 | $1.16M | Sell |
|
|||||
|
2024
Q1 | $1.71M | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $82K | Hold |
|
|||||
|
2023
Q1 | $77.2K | Hold |
|
|||||
|
2022
Q4 | $73.8K | Hold |
|
|||||
|
2022
Q3 | $65K | Hold |
|
|||||
|
2022
Q2 | $70K | Hold |
|
|||||
|
2022
Q1 | $79K | Hold |
|
|||||
|
2021
Q4 | $80K | Hold |
|
|||||
|
2021
Q3 | $74K | Hold |
|
|||||
|
2021
Q2 | $75K | Hold |
|
|||||
|
2021
Q1 | $72K | Sell |
|
|||||
|
2020
Q4 | $75K | Buy |
|