Confluence Wealth Services’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 | $502K | Buy |
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|
2025
Q1 | $459K | Buy |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $410K | Hold |
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|
2023
Q3 | $363K | Hold |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5K | Buy |
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