Conservest Capital Advisors’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 | $406K | Hold |
2,080
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $396K | Hold |
2,080
| – | – | 0.04% | 75 |
|
|
2024
Q4 | $397K | Hold |
2,080
| – | – | 0.04% | 78 |
|
|
2024
Q3 | $389K | Hold |
2,080
| – | – | 0.04% | 76 |
|
|
2024
Q2 | $389K | Hold |
2,080
| – | – | 0.04% | 75 |
|
|
2024
Q1 | $389K | Hold |
2,080
| – | – | 0.04% | 77 |
|
|
2023
Q4 | $362K | Hold |
2,080
| – | – | 0.04% | 81 |
|
|
2023
Q3 | $320K | Hold |
2,080
| – | – | 0.04% | 77 |
|
|
2023
Q2 | $335K | Hold |
2,080
| – | – | 0.04% | 76 |
|
|
2023
Q1 | $316K | Buy |
+2,080
| New | +$316K | 0.04% | 74 |
|