ClientFirst 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
Q2
$795K Hold
2025
Q1
$775K Hold
2024
Q4
$776K Buy
2023
Q3
$638K Hold
2023
Q2
$666K Hold
2023
Q1
$614K Hold
2022
Q4
$590K Hold
2022
Q3
$599K Hold
2022
Q2
$559K Hold
2022
Q1
$633K Hold
2021
Q4
$637K Buy