Continuum Advisory’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
Q3 | $898K | Buy |
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|
2025
Q2 | $813K | Buy |
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|
2025
Q1 | $779K | Sell |
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|
2024
Q4 | $842K | Buy |
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|
2024
Q3 | $874K | Sell |
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|
2024
Q2 | $806K | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $595K | Hold |
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|
2023
Q1 | $560K | Sell |
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|
2022
Q4 | $791K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Sell |
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|
2018
Q2 | $215K | Buy |
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