Concord Wealth Partners’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 | $30.3K | Hold |
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|
2025
Q1 | $29.5K | Buy |
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|
2024
Q4 | $26.9K | Hold |
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|
2024
Q3 | $27.7K | Buy |
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|
2024
Q2 | $25.5K | Sell |
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|
2024
Q1 | $29.5K | Sell |
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|
2023
Q4 | $61.6K | Buy |
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|
2023
Q3 | $46K | Buy |
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|
2023
Q2 | $43.8K | Hold |
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|
2023
Q1 | $41.3K | Hold |
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|
2022
Q4 | $39.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $44K | Hold |
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|
2022
Q1 | $50K | Buy |
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|
2021
Q4 | $37K | Buy |
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