Commonwealth Retirement Investments’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 | $2.83M | Buy |
14,506
+3,594
| +33% | +$702K | 1.08% | 28 |
|
|
2025
Q1 | $2.08M | Buy |
10,912
+3,082
| +39% | +$587K | 0.85% | 38 |
|
|
2024
Q4 | $1.49M | Buy |
7,830
+13
| +0.2% | +$2.48K | 0.62% | 50 |
|
|
2024
Q3 | $1.54M | Buy |
7,817
+12
| +0.2% | +$2.37K | 0.65% | 50 |
|
|
2024
Q2 | $1.42M | Buy |
7,805
+422
| +6% | +$76.8K | 0.65% | 46 |
|
|
2024
Q1 | $1.38M | Buy |
+7,383
| New | +$1.38M | 0.66% | 46 |
|