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